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
451
$4.49M 0.02%
19,084
-2,819
452
$4.48M 0.02%
43,508
+26,964
453
$4.47M 0.02%
86,306
-4,565
454
$4.46M 0.02%
54,452
+3,129
455
$4.46M 0.02%
53,007
+2,781
456
$4.45M 0.02%
202,451
+179,690
457
$4.44M 0.02%
88,565
-27,747
458
$4.44M 0.02%
75,901
-2,155
459
$4.41M 0.02%
54,776
-738
460
$4.33M 0.02%
40,928
+10,144
461
$4.33M 0.02%
77,764
+3,948
462
$4.33M 0.02%
71,741
-1,121
463
$4.27M 0.02%
69,156
+2,560
464
$4.25M 0.02%
19,263
-4,525
465
$4.25M 0.02%
74,996
+995
466
$4.18M 0.02%
88,958
-116
467
$4.18M 0.02%
770,633
-66,149
468
$4.17M 0.02%
153,205
+11,692
469
$4.14M 0.02%
32,080
-1,398
470
$4.14M 0.02%
6,627
+4,118
471
$4.13M 0.02%
57,411
-584
472
$4.13M 0.02%
+40,609
473
$4.12M 0.02%
21,045
+2,558
474
$4.11M 0.02%
139,001
+16,950
475
$4.09M 0.02%
30,391
+16,611
17 18
19
20 21