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
401
$2.92M 0.02%
29,865
-8,108
402
$2.9M 0.02%
35,820
+1,116
403
$2.89M 0.02%
99,055
+3,402
404
$2.87M 0.02%
21,014
-3,995
405
$2.87M 0.02%
58,633
-23,352
406
$2.85M 0.02%
48,708
-1,725
407
$2.85M 0.02%
100,195
+1,835
408
$2.83M 0.02%
75,807
-40,108
409
$2.83M 0.02%
27,568
-931
410
$2.8M 0.02%
44,743
-6,323
411
$2.79M 0.02%
44,948
+35,762
412
$2.78M 0.02%
193,365
+45,930
413
$2.78M 0.02%
42,983
-4,357
414
$2.77M 0.02%
96,374
415
$2.77M 0.02%
35,661
+1,022
416
$2.76M 0.02%
25,183
+2,714
417
$2.7M 0.02%
164,584
-21,851
418
$2.69M 0.02%
64,226
+5,476
419
$2.68M 0.02%
45,861
+1,937
420
$2.58M 0.02%
27,620
+16
421
$2.56M 0.02%
23,496
+378
422
$2.55M 0.02%
53,711
-3
423
$2.54M 0.02%
19,300
-198
424
$2.53M 0.02%
40,357
+709
425
$2.5M 0.02%
21,400
+3,979
15 16
17
18 19