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
326
$10.2M 0.04%
98,974
-1,941
327
$10.2M 0.04%
68,171
-47,105
328
$10.2M 0.04%
195,710
+164,600
329
$9.84M 0.04%
162,922
+20,874
330
$9.83M 0.04%
213,817
-2,387
331
$9.83M 0.04%
202,259
-81,616
332
$9.68M 0.04%
49,936
+29,072
333
$9.54M 0.04%
31,718
+5,081
334
$9.53M 0.04%
65,783
+12,218
335
$9.41M 0.04%
302,915
+92,654
336
$9.4M 0.04%
35,017
-3,942
337
$9.36M 0.04%
340,146
-13,346
338
$9.31M 0.04%
233,909
+54,780
339
$9.27M 0.04%
127,553
+89,748
340
$9.22M 0.04%
91,921
+72,373
341
$9.22M 0.04%
121,888
+47,919
342
$9.15M 0.04%
123,106
+2,846
343
$8.99M 0.04%
312,065
+165,235
344
$8.9M 0.03%
293,886
-12,274
345
$8.86M 0.03%
233,765
-6,436
346
$8.85M 0.03%
41,358
+34,196
347
$8.77M 0.03%
59,582
-811
348
$8.76M 0.03%
112,921
+108,179
349
$8.74M 0.03%
128,348
-1,962
350
$8.72M 0.03%
357,264
+214,429
12 13
14
15 16