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
476
$1.92M 0.01%
12,643
+346
477
$1.92M 0.01%
10,773
+1,801
478
$1.92M 0.01%
12,874
-5,333
479
$1.92M 0.01%
39,037
-5,480
480
$1.92M 0.01%
32,051
-15,086
481
$1.9M 0.01%
27,929
+3,642
482
$1.88M 0.01%
26,796
-190
483
$1.87M 0.01%
28,642
+7,230
484
$1.86M 0.01%
24,428
+8,222
485
$1.86M 0.01%
34,953
-1,960
486
$1.85M 0.01%
40,487
+5,244
487
$1.85M 0.01%
61,633
+3,826
488
$1.83M 0.01%
70,173
+25,359
489
$1.83M 0.01%
45,694
-12,590
490
$1.81M 0.01%
28,090
-792
491
$1.8M 0.01%
40,656
-15,795
492
$1.77M 0.01%
16,927
-12,497
493
$1.77M 0.01%
268,149
-75,905
494
$1.77M 0.01%
27,419
-2
495
$1.76M 0.01%
22,867
-13
496
$1.75M 0.01%
19,054
-2,911
497
$1.74M 0.01%
22,775
-1,385
498
$1.74M 0.01%
94,514
+1,813
499
$1.74M 0.01%
85,650
+8,108
500
$1.72M 0.01%
27,140
18 19
20
21 22