JMPWA

JP Morgan Private Wealth Advisors Portfolio holdings

AUM $35B
1-Year Est. Return 24.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.26%
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
+$94.9M
2
+$61M
3
+$42.7M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$31.2M
5
UNH icon
UnitedHealth
UNH
+$30.8M

Top Sells

1
+$61M
2
+$29.6M
3
+$18.2M
4
AAPL icon
Apple
AAPL
+$18.1M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$14.8M

Sector Composition

1 Technology 19.24%
2 Healthcare 9.91%
3 Financials 8.37%
4 Consumer Discretionary 7.58%
5 Communication Services 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$2.93M 0.01%
93,537
-1,279
552
$2.93M 0.01%
13,065
-693
553
$2.92M 0.01%
145,927
-19,010
554
$2.88M 0.01%
266,987
+114,324
555
$2.84M 0.01%
103,581
+300
556
$2.84M 0.01%
13,276
+1,622
557
$2.84M 0.01%
71,252
-16,600
558
$2.83M 0.01%
15,382
-2,665
559
$2.78M 0.01%
34,041
-10,367
560
$2.76M 0.01%
6,490
+4,910
561
$2.74M 0.01%
190,111
+53,298
562
$2.73M 0.01%
48,766
+12,206
563
$2.72M 0.01%
98,561
+14,615
564
$2.72M 0.01%
41,133
-458
565
$2.72M 0.01%
14,674
+374
566
$2.7M 0.01%
72,636
+2,784
567
$2.7M 0.01%
250,473
-17,976
568
$2.7M 0.01%
85,100
569
$2.69M 0.01%
8,456
+1,932
570
$2.69M 0.01%
51,816
+10,030
571
$2.68M 0.01%
25,174
-63
572
$2.67M 0.01%
78,985
+4,529
573
$2.66M 0.01%
26,030
+6,272
574
$2.65M 0.01%
63,893
-5,408
575
$2.64M 0.01%
74,772
-107,264
21 22
23
24 25