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
26
$104M 0.75%
937,714
-115,333
27
$104M 0.75%
3,080,263
+80,943
28
$102M 0.74%
2,136,280
-24,220
29
$100M 0.72%
864,420
-176,578
30
$100M 0.72%
2,789,936
+23,276
31
$98.7M 0.71%
1,032,603
-104,436
32
$98M 0.71%
2,039,560
+176,900
33
$97.7M 0.7%
556,636
+39,963
34
$97.6M 0.7%
978,125
+5,335
35
$96.6M 0.7%
3,811,609
-389,960
36
$91.6M 0.66%
1,253,387
+25,106
37
$89.8M 0.65%
629,682
-27,211
38
$89M 0.64%
845,512
-3,575
39
$88.3M 0.64%
653,646
-48,370
40
$87.4M 0.63%
886,469
+16,893
41
$86.1M 0.62%
526,654
+32,090
42
$84.8M 0.61%
260,006
-14,827
43
$82.6M 0.59%
1,708,178
+63,931
44
$79.8M 0.57%
435,460
-21,247
45
$75.9M 0.55%
520,409
+11,083
46
$75.1M 0.54%
923,027
+16,721
47
$73.4M 0.53%
2,033,832
+47,056
48
$73.3M 0.53%
2,476,247
+3,619
49
$72.6M 0.52%
2,992,270
+37,130
50
$71M 0.51%
362,749
-6,417
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