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
376
$3.36M 0.02%
38,979
+2,704
377
$3.36M 0.02%
41,412
-414
378
$3.34M 0.02%
62,369
-1,740
379
$3.33M 0.02%
107,371
+1,490
380
$3.28M 0.02%
97,625
+5,005
381
$3.28M 0.02%
62,918
+8,874
382
$3.27M 0.02%
30,303
+15,684
383
$3.26M 0.02%
69,223
+8,016
384
$3.24M 0.02%
84,852
+2,035
385
$3.24M 0.02%
39,096
+27,281
386
$3.23M 0.02%
7,229
-1,116
387
$3.23M 0.02%
50,104
-582
388
$3.23M 0.02%
84,853
+1,777
389
$3.18M 0.02%
76,707
+2,143
390
$3.15M 0.02%
27,413
-393
391
$3.15M 0.02%
67,192
+480
392
$3.12M 0.02%
64,993
+10,010
393
$3.06M 0.02%
29,059
-1,990
394
$3.01M 0.02%
26,486
+888
395
$2.99M 0.02%
+68,354
396
$2.99M 0.02%
77,288
+17,359
397
$2.96M 0.02%
12,946
-108
398
$2.94M 0.02%
94,847
+1,347
399
$2.93M 0.02%
101,979
+64
400
$2.92M 0.02%
41,952
+33,430
14 15
16
17 18