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
551
$1.38M 0.01%
36,816
+3,820
552
$1.38M 0.01%
10,928
+195
553
$1.37M 0.01%
70,561
+1,405
554
$1.37M 0.01%
8,938
+2,155
555
$1.37M 0.01%
74,641
+2,000
556
$1.36M 0.01%
20,563
-465
557
$1.35M 0.01%
9,164
-3,849
558
$1.35M 0.01%
42,714
-816
559
$1.34M 0.01%
46,011
-60,655
560
$1.34M 0.01%
95,373
-1,478
561
$1.34M 0.01%
37,683
-818
562
$1.32M 0.01%
13,250
+1,680
563
$1.32M 0.01%
66,043
-3,500
564
$1.31M 0.01%
64,312
+8,432
565
$1.31M 0.01%
47,292
+1,030
566
$1.3M 0.01%
28,946
-4,955
567
$1.3M 0.01%
109,520
-37,680
568
$1.29M 0.01%
36,959
+14,534
569
$1.29M 0.01%
3,548
+376
570
$1.28M 0.01%
101,073
-4,140
571
$1.27M 0.01%
10,978
-688
572
$1.26M 0.01%
27,464
+4,914
573
$1.26M 0.01%
16,243
+5,505
574
$1.26M 0.01%
16,897
+9,796
575
$1.25M 0.01%
59,767
+326
21 22
23
24 25