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
576
$1.25M 0.01%
22,486
-215
577
$1.25M 0.01%
22,128
+154
578
$1.25M 0.01%
16,245
+726
579
$1.25M 0.01%
60,898
+17,967
580
$1.24M 0.01%
150,887
581
$1.23M 0.01%
18,301
-2,158
582
$1.23M 0.01%
55,650
+3,200
583
$1.2M 0.01%
23,663
+646
584
$1.19M 0.01%
88,420
+45,220
585
$1.19M 0.01%
10,727
+7,469
586
$1.19M 0.01%
34,362
+466
587
$1.18M 0.01%
62,000
588
$1.18M 0.01%
69,768
-9,200
589
$1.17M 0.01%
27,479
-5,568
590
$1.16M 0.01%
7,629
-854
591
$1.16M 0.01%
18,707
+4,241
592
$1.15M 0.01%
9,261
-88
593
$1.14M 0.01%
19,815
-1,305
594
$1.14M 0.01%
27,336
-3,634
595
$1.14M 0.01%
36,674
-658
596
$1.13M 0.01%
63,955
597
$1.13M 0.01%
+55,500
598
$1.12M 0.01%
4,392
599
$1.11M 0.01%
8,316
+291
600
$1.1M 0.01%
38,541
22 23
24
25 26