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
351
$3.94M 0.03%
+78,362
352
$3.92M 0.03%
105,261
+94,026
353
$3.9M 0.03%
71,351
+40,039
354
$3.89M 0.03%
291,804
-14,132
355
$3.85M 0.03%
30,655
+1,834
356
$3.85M 0.03%
59,636
-6,482
357
$3.84M 0.03%
99,772
-772
358
$3.81M 0.03%
70,430
359
$3.81M 0.03%
73,533
-502
360
$3.79M 0.03%
116,996
+12,798
361
$3.76M 0.03%
73,087
+2,231
362
$3.73M 0.03%
50,694
-1,702
363
$3.67M 0.03%
66,316
+27,193
364
$3.62M 0.03%
87,901
-5,169
365
$3.61M 0.03%
40,888
+478
366
$3.61M 0.03%
82,254
-290
367
$3.61M 0.03%
360,408
+182,598
368
$3.6M 0.03%
35,128
-548
369
$3.6M 0.03%
33,114
-97
370
$3.59M 0.03%
37,518
+12,827
371
$3.56M 0.03%
132,593
-955
372
$3.53M 0.03%
118,933
-2,500
373
$3.51M 0.03%
47,412
+32,328
374
$3.43M 0.02%
40,872
+770
375
$3.39M 0.02%
76,800
13 14
15
16 17