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
451
$2.14M 0.02%
66,554
452
$2.11M 0.02%
4,949
-230
453
$2.1M 0.02%
84,500
-18,000
454
$2.09M 0.02%
84,315
-2,528
455
$2.09M 0.02%
62,548
-1,986
456
$2.08M 0.02%
29,320
-17,484
457
$2.07M 0.01%
51,941
+8,927
458
$2.07M 0.01%
22,934
+1,170
459
$2.06M 0.01%
10,648
-844
460
$2.05M 0.01%
168,195
-500
461
$2.04M 0.01%
34,121
+462
462
$2.01M 0.01%
57,553
+2,064
463
$2.01M 0.01%
32,940
-425
464
$2M 0.01%
31,041
+27,428
465
$1.98M 0.01%
+39,468
466
$1.97M 0.01%
21,451
-3,237
467
$1.96M 0.01%
40,541
+2,982
468
$1.95M 0.01%
10,442
-277
469
$1.95M 0.01%
192,138
+18,402
470
$1.94M 0.01%
14,971
-3,243
471
$1.94M 0.01%
49,800
-8,216
472
$1.94M 0.01%
21,448
-2,235
473
$1.93M 0.01%
132,908
+112,887
474
$1.93M 0.01%
18,133
+274
475
$1.93M 0.01%
7,789
+927
17 18
19
20 21