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
26
$182M 0.71%
5,004,190
+832,520
27
$179M 0.7%
1,513,555
+23,132
28
$177M 0.69%
497,571
+44,332
29
$176M 0.69%
1,177,454
+38,094
30
$172M 0.67%
2,337,460
-44,040
31
$169M 0.66%
4,843,918
+790,754
32
$162M 0.63%
421,599
+65,477
33
$161M 0.63%
1,933,996
+6,304
34
$156M 0.61%
692,379
+4,055
35
$155M 0.6%
3,930,684
-115,914
36
$154M 0.6%
976,627
+123,895
37
$153M 0.6%
801,467
+25,484
38
$153M 0.6%
2,647,016
+551,532
39
$150M 0.59%
591,426
+56,969
40
$146M 0.57%
684,772
+12,834
41
$145M 0.57%
3,554,993
+262,334
42
$143M 0.56%
3,302,169
-419,764
43
$141M 0.55%
561,083
+34,991
44
$141M 0.55%
318,806
+14,771
45
$140M 0.55%
1,634,278
+170,935
46
$139M 0.54%
1,181,090
+214,348
47
$139M 0.54%
843,833
+112,018
48
$137M 0.53%
405,440
+21,369
49
$133M 0.52%
1,223,240
+98,772
50
$130M 0.51%
1,810,706
-19,583
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2
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