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
501
$1.7M 0.01%
36,925
-7,337
502
$1.68M 0.01%
24,279
+111
503
$1.68M 0.01%
39,388
+1,664
504
$1.68M 0.01%
34,846
+4,558
505
$1.68M 0.01%
14,374
506
$1.68M 0.01%
16,985
+2,307
507
$1.67M 0.01%
34,271
-70,046
508
$1.67M 0.01%
35,326
-3,953
509
$1.67M 0.01%
56,860
+6,020
510
$1.66M 0.01%
48,916
-13,850
511
$1.65M 0.01%
103,258
+63,392
512
$1.62M 0.01%
31,582
-176
513
$1.62M 0.01%
24,515
+4,058
514
$1.61M 0.01%
20,928
-4,851
515
$1.61M 0.01%
61,197
516
$1.61M 0.01%
19,354
+94
517
$1.59M 0.01%
+31,440
518
$1.59M 0.01%
12,143
-5,267
519
$1.57M 0.01%
19,513
-305
520
$1.57M 0.01%
29,553
-1,261
521
$1.56M 0.01%
46,959
+88
522
$1.55M 0.01%
24,226
-1,734
523
$1.55M 0.01%
30,791
+5,046
524
$1.54M 0.01%
68,273
+1,129
525
$1.52M 0.01%
14,032
+2,263
19 20
21
22 23