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
326
$4.69M 0.03%
35,591
-596
327
$4.68M 0.03%
164,273
+4,092
328
$4.67M 0.03%
78,032
+4,800
329
$4.66M 0.03%
78,548
+792
330
$4.6M 0.03%
115,083
+3,603
331
$4.59M 0.03%
85,103
-266
332
$4.56M 0.03%
32,618
+5,692
333
$4.51M 0.03%
88,963
+6,673
334
$4.5M 0.03%
86,528
+12,142
335
$4.47M 0.03%
100,532
+38,247
336
$4.45M 0.03%
176,955
+2,501
337
$4.2M 0.03%
64,510
-1,614
338
$4.14M 0.03%
36,106
+110
339
$4.11M 0.03%
113,722
+5,287
340
$4.1M 0.03%
65,390
+1,859
341
$4.08M 0.03%
122,823
+4,622
342
$4.05M 0.03%
71,274
-9,109
343
$4.02M 0.03%
7,713
+2,535
344
$4.02M 0.03%
35,527
+12,070
345
$4.01M 0.03%
174,471
-281
346
$3.99M 0.03%
121,533
+9,297
347
$3.99M 0.03%
26,951
-3,902
348
$3.97M 0.03%
37,083
-9,192
349
$3.96M 0.03%
87,939
-8,772
350
$3.96M 0.03%
13,759
+556
12 13
14
15 16