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
426
$2.48M 0.02%
37,356
+234
427
$2.47M 0.02%
42,636
+2,064
428
$2.45M 0.02%
16,751
-7,140
429
$2.44M 0.02%
38,586
-9,230
430
$2.44M 0.02%
98,238
+22,303
431
$2.42M 0.02%
+48,816
432
$2.41M 0.02%
+112,260
433
$2.4M 0.02%
81,311
+1,347
434
$2.37M 0.02%
26,608
-2,553
435
$2.34M 0.02%
7,310
-152
436
$2.32M 0.02%
39,909
+2,684
437
$2.32M 0.02%
27,672
+7,569
438
$2.28M 0.02%
108,702
-5,607
439
$2.27M 0.02%
39,147
-2,413
440
$2.27M 0.02%
54,624
+2,836
441
$2.26M 0.02%
287,857
442
$2.24M 0.02%
40,224
+13,947
443
$2.22M 0.02%
26,783
+402
444
$2.21M 0.02%
11,724
+309
445
$2.2M 0.02%
85,142
-924
446
$2.19M 0.02%
56,712
-16,922
447
$2.16M 0.02%
180,883
-4,490
448
$2.16M 0.02%
34,355
+2,948
449
$2.16M 0.02%
82,709
-9,392
450
$2.15M 0.02%
58,298
16 17
18
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