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
376
$7.49M 0.03%
+148,304
377
$7.43M 0.03%
181,217
+171,278
378
$7.34M 0.03%
56,918
+3,525
379
$7.23M 0.03%
79,856
-1,255
380
$7.23M 0.03%
205,078
-6,860
381
$7.2M 0.03%
220,858
-72,414
382
$7.17M 0.03%
26,345
+21,039
383
$6.98M 0.03%
76,002
+3,410
384
$6.83M 0.03%
66,967
+56,780
385
$6.78M 0.03%
262,147
+55,143
386
$6.76M 0.03%
135,383
+31,327
387
$6.47M 0.03%
121,331
+96,287
388
$6.46M 0.03%
49,523
+35,792
389
$6.28M 0.02%
87,490
+84,661
390
$6.23M 0.02%
35,378
+3,259
391
$6.13M 0.02%
189,266
+6,634
392
$6.02M 0.02%
196,092
-3,121
393
$6.01M 0.02%
241,143
+22,375
394
$5.99M 0.02%
199,972
-7,934
395
$5.93M 0.02%
57,211
+16,027
396
$5.89M 0.02%
126,269
-8,908
397
$5.87M 0.02%
265,820
-23,202
398
$5.84M 0.02%
48,148
+7,337
399
$5.8M 0.02%
69,792
+10,561
400
$5.73M 0.02%
96,975
+3,676
14 15
16
17 18