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
526
$3.25M 0.01%
24,615
+186
527
$3.24M 0.01%
153,990
+4,400
528
$3.22M 0.01%
80,262
+40,276
529
$3.21M 0.01%
77,875
-8,730
530
$3.21M 0.01%
58,251
-8,228
531
$3.21M 0.01%
42,360
+16,358
532
$3.16M 0.01%
107,959
-410
533
$3.14M 0.01%
19,892
-4,065
534
$3.14M 0.01%
55,722
+265
535
$3.12M 0.01%
86,177
+33,055
536
$3.09M 0.01%
13,359
+1,237
537
$3.08M 0.01%
18,558
+3,005
538
$3.07M 0.01%
19,006
+917
539
$3.04M 0.01%
31,151
-1,280
540
$3.04M 0.01%
16,416
+3,548
541
$3.04M 0.01%
46,905
+40,208
542
$3.03M 0.01%
46,281
+73
543
$3.02M 0.01%
17,832
+2,225
544
$3M 0.01%
+120,700
545
$2.98M 0.01%
158,450
+355
546
$2.97M 0.01%
60,275
+13,605
547
$2.97M 0.01%
86,838
+628
548
$2.94M 0.01%
240,729
+69,915
549
$2.94M 0.01%
25,876
+387
550
$2.93M 0.01%
49,824
+647
20 21
22
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