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
401
$5.7M 0.02%
94,032
+5,289
402
$5.67M 0.02%
11,939
+4,405
403
$5.65M 0.02%
29,236
+3,521
404
$5.61M 0.02%
94,598
+1,806
405
$5.6M 0.02%
115,488
-4,998
406
$5.58M 0.02%
32,852
+305
407
$5.55M 0.02%
112,055
+143
408
$5.54M 0.02%
25,256
+8,735
409
$5.52M 0.02%
37,922
+35,850
410
$5.47M 0.02%
52,965
+778
411
$5.47M 0.02%
132,391
-5,149
412
$5.47M 0.02%
28,606
+3,466
413
$5.45M 0.02%
207,424
+16,132
414
$5.45M 0.02%
24,605
-42
415
$5.43M 0.02%
158,188
+14,618
416
$5.4M 0.02%
80,048
+1,532
417
$5.31M 0.02%
233,215
-24,115
418
$5.27M 0.02%
96,221
+34,204
419
$5.17M 0.02%
39,828
+6,533
420
$5.16M 0.02%
18,193
+4,001
421
$5.13M 0.02%
326,824
+10,150
422
$5.07M 0.02%
112,194
+93,796
423
$5.06M 0.02%
63,351
+3,480
424
$5.05M 0.02%
30,923
+326
425
$5.04M 0.02%
25,934
+14,810
15 16
17
18 19