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
526
$1.51M 0.01%
16,189
+2,975
527
$1.5M 0.01%
+8,790
528
$1.5M 0.01%
+96,293
529
$1.49M 0.01%
56,531
-8,353
530
$1.49M 0.01%
23,325
+1,078
531
$1.47M 0.01%
74,399
-36,389
532
$1.47M 0.01%
36,677
-1,137
533
$1.47M 0.01%
15,565
534
$1.45M 0.01%
23,692
+60
535
$1.45M 0.01%
29,147
-3,642
536
$1.43M 0.01%
25,834
+7,461
537
$1.43M 0.01%
23,636
+875
538
$1.42M 0.01%
44,052
-1,455
539
$1.41M 0.01%
14,849
-4,176
540
$1.4M 0.01%
35,911
541
$1.4M 0.01%
33,353
-390
542
$1.4M 0.01%
46,872
+4,524
543
$1.4M 0.01%
32,730
-4,055
544
$1.39M 0.01%
88,177
+43,411
545
$1.39M 0.01%
22,820
-4,695
546
$1.39M 0.01%
19,728
-1,524
547
$1.39M 0.01%
9,186
-1,349
548
$1.39M 0.01%
36,571
-2,264
549
$1.39M 0.01%
55,260
+5,790
550
$1.38M 0.01%
11,835
+296
20 21
22
23 24