JMPWA

JP Morgan Private Wealth Advisors Portfolio holdings

AUM $35B
1-Year Est. Return 24.25%
This Quarter Est. Return
1 Year Est. Return
+24.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13.9B
AUM Growth
+$718M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,318
New
Increased
Reduced
Closed

Top Buys

1
+$35.8M
2
+$23.8M
3
+$21.2M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$18.1M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$16.4M

Top Sells

1
+$28.5M
2
+$20.5M
3
+$17M
4
OEF icon
iShares S&P 100 ETF
OEF
+$12.8M
5
C icon
Citigroup
C
+$11.1M

Sector Composition

1 Technology 11.84%
2 Financials 10.22%
3 Healthcare 10.13%
4 Industrials 6.92%
5 Communication Services 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$5.54M 0.04%
355,464
-142,581
302
$5.54M 0.04%
363,964
+16,525
303
$5.54M 0.04%
64,137
-161
304
$5.46M 0.04%
148,391
+3,351
305
$5.46M 0.04%
70,953
-108
306
$5.45M 0.04%
157,283
+12,470
307
$5.43M 0.04%
+104,000
308
$5.39M 0.04%
96,220
+6,378
309
$5.37M 0.04%
107,754
-6,377
310
$5.33M 0.04%
85,414
+17,695
311
$5.32M 0.04%
42,753
-6,464
312
$5M 0.04%
270,999
+22,865
313
$4.98M 0.04%
84,801
-180
314
$4.94M 0.04%
57,153
+3,359
315
$4.91M 0.04%
66,202
-124,940
316
$4.91M 0.04%
85,984
+56,154
317
$4.89M 0.04%
86,504
+64,200
318
$4.89M 0.04%
160,508
+8,650
319
$4.87M 0.04%
242,763
+17,820
320
$4.83M 0.03%
267,177
+25,575
321
$4.78M 0.03%
35,251
+787
322
$4.75M 0.03%
21,207
-60
323
$4.74M 0.03%
134,709
+62
324
$4.73M 0.03%
33,300
-393
325
$4.72M 0.03%
77,775
+744
11 12
13
14 15