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
426
$5M 0.02%
127,944
+131
427
$4.97M 0.02%
66,076
+1,728
428
$4.96M 0.02%
121,532
+11,906
429
$4.95M 0.02%
49,795
+8,316
430
$4.89M 0.02%
20,514
+136
431
$4.86M 0.02%
125,688
+117,916
432
$4.85M 0.02%
141,950
+20,350
433
$4.82M 0.02%
345,806
-25,965
434
$4.82M 0.02%
95,394
-1,683
435
$4.81M 0.02%
59,877
-1,784
436
$4.8M 0.02%
44,638
-5,602
437
$4.75M 0.02%
257,556
-5,322
438
$4.71M 0.02%
60,066
+13,179
439
$4.69M 0.02%
130,597
-110,875
440
$4.67M 0.02%
207,346
-21,830
441
$4.66M 0.02%
172,116
+61,992
442
$4.66M 0.02%
+133,776
443
$4.64M 0.02%
2,710
-808
444
$4.62M 0.02%
134,548
+3,861
445
$4.56M 0.02%
49,963
+92
446
$4.55M 0.02%
25,164
-473
447
$4.54M 0.02%
14,375
-28
448
$4.53M 0.02%
259,377
-267,266
449
$4.52M 0.02%
39,442
-10,129
450
$4.51M 0.02%
176,858
-2,391
16 17
18
19 20