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
501
$3.68M 0.01%
37,886
-1,078
502
$3.67M 0.01%
19,996
+3,417
503
$3.66M 0.01%
275,970
-17,970
504
$3.62M 0.01%
86,416
+2,533
505
$3.61M 0.01%
43,247
+1,142
506
$3.61M 0.01%
109,515
+32,914
507
$3.6M 0.01%
78,151
+4,783
508
$3.59M 0.01%
94,303
-28,474
509
$3.59M 0.01%
186,195
+30,858
510
$3.58M 0.01%
44,847
+27,202
511
$3.58M 0.01%
64,893
-698
512
$3.56M 0.01%
36,793
-2,136
513
$3.55M 0.01%
121,435
+22,953
514
$3.55M 0.01%
65,406
-3,420
515
$3.52M 0.01%
55,342
+6,353
516
$3.45M 0.01%
299,368
-6,818
517
$3.41M 0.01%
+145,775
518
$3.36M 0.01%
163,730
+19,861
519
$3.35M 0.01%
60,712
-3,936
520
$3.34M 0.01%
30,241
+911
521
$3.33M 0.01%
62,210
-2,600
522
$3.32M 0.01%
35,548
+3,173
523
$3.31M 0.01%
40,410
-1,106
524
$3.3M 0.01%
95,599
+36,403
525
$3.27M 0.01%
33,694
+932
19 20
21
22 23