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
476
$4.09M 0.02%
76,536
+11,760
477
$4.08M 0.02%
214,367
-8,486
478
$4.08M 0.02%
12,455
+4,638
479
$4.06M 0.02%
146,625
+26,714
480
$4.05M 0.02%
99,490
+87,733
481
$4.03M 0.02%
117,476
-29,284
482
$4.01M 0.02%
37,174
-13,917
483
$3.99M 0.02%
64,551
-971
484
$3.98M 0.02%
112,541
+24,513
485
$3.94M 0.02%
38,729
-1,023
486
$3.92M 0.02%
16,156
+7,778
487
$3.9M 0.02%
69,204
+17,026
488
$3.9M 0.02%
95,802
-696
489
$3.89M 0.02%
26,091
-756
490
$3.87M 0.02%
31,732
-1,214
491
$3.87M 0.02%
144,700
-2,515
492
$3.87M 0.02%
13,351
+4,105
493
$3.87M 0.02%
50,307
-4,345
494
$3.82M 0.01%
26,360
+748
495
$3.8M 0.01%
72,913
-4,128
496
$3.77M 0.01%
66,294
-5,672
497
$3.76M 0.01%
40,931
-300
498
$3.76M 0.01%
125,450
+71,472
499
$3.75M 0.01%
104,218
+23,815
500
$3.7M 0.01%
28,239
-5,183
18 19
20
21 22