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
$25.6B
AUM Growth
+$3.73B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,655
New
Increased
Reduced
Closed

Top Buys

1
+$95.9M
2
+$61.1M
3
+$49.7M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$31.9M
5
UNH icon
UnitedHealth
UNH
+$31.3M

Top Sells

1
+$60.6M
2
+$29.5M
3
+$19.2M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$18.2M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$14.6M

Sector Composition

1 Technology 19.24%
2 Healthcare 9.91%
3 Financials 8.36%
4 Consumer Discretionary 7.58%
5 Communication Services 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$12M 0.05%
87,057
+61,132
302
$11.9M 0.05%
147,380
+4,316
303
$11.8M 0.05%
54,855
-10,054
304
$11.7M 0.05%
973,598
+284,125
305
$11.6M 0.05%
227,953
+2,982
306
$11.3M 0.04%
50,894
+1,039
307
$11.3M 0.04%
10,443
+2,669
308
$11.3M 0.04%
92,226
+365
309
$11.3M 0.04%
741,602
+601,706
310
$11.2M 0.04%
59,178
+54,196
311
$11.2M 0.04%
76,673
-74,336
312
$11.1M 0.04%
182,190
+2,205
313
$11.1M 0.04%
211,497
-1,448
314
$11.1M 0.04%
129,807
+93,055
315
$10.8M 0.04%
62,174
+103
316
$10.8M 0.04%
135,329
+1,208
317
$10.6M 0.04%
74,117
+315
318
$10.6M 0.04%
63,963
+59,576
319
$10.5M 0.04%
142,616
-13,668
320
$10.5M 0.04%
129,895
+10,980
321
$10.4M 0.04%
412,263
+32,020
322
$10.4M 0.04%
22,125
+4,267
323
$10.4M 0.04%
175,314
+4,286
324
$10.3M 0.04%
66,345
+29,923
325
$10.2M 0.04%
98,148
+6,374
11 12
13
14 15