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
351
$8.58M 0.03%
41,602
+22,757
352
$8.4M 0.03%
98,970
+68,480
353
$8.34M 0.03%
146,408
+26,753
354
$8.18M 0.03%
+72,027
355
$8.12M 0.03%
67,447
+10,641
356
$8.11M 0.03%
603,210
-8,076
357
$8.02M 0.03%
128,526
-29,559
358
$7.97M 0.03%
466,860
+112,408
359
$7.92M 0.03%
545,467
+101,025
360
$7.91M 0.03%
336,259
-201,103
361
$7.89M 0.03%
304,764
+4,311
362
$7.86M 0.03%
239,396
+54,792
363
$7.83M 0.03%
50,731
+46,229
364
$7.79M 0.03%
421,200
+100,197
365
$7.79M 0.03%
56,249
+1,942
366
$7.73M 0.03%
66,212
+3,931
367
$7.72M 0.03%
61,924
-1,895
368
$7.67M 0.03%
123,265
+70,170
369
$7.59M 0.03%
218,788
+47,570
370
$7.58M 0.03%
7,847
+1,711
371
$7.58M 0.03%
44,188
-198
372
$7.56M 0.03%
215,240
+4,798
373
$7.56M 0.03%
123,365
+54,841
374
$7.51M 0.03%
48,760
-2,635
375
$7.5M 0.03%
75,557
+2,334
13 14
15
16 17