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
576
$2.64M 0.01%
19,953
+826
577
$2.62M 0.01%
17,834
-2,287
578
$2.6M 0.01%
42,534
+6,724
579
$2.6M 0.01%
86,397
+9,003
580
$2.6M 0.01%
32,432
+6,902
581
$2.59M 0.01%
12,799
+324
582
$2.59M 0.01%
7,740
+103
583
$2.59M 0.01%
7,641
+1,611
584
$2.58M 0.01%
70,107
+43,018
585
$2.56M 0.01%
47,499
+5,792
586
$2.54M 0.01%
67,854
-10,777
587
$2.52M 0.01%
109,881
+387
588
$2.51M 0.01%
17,470
+10,462
589
$2.51M 0.01%
51,174
+1,513
590
$2.51M 0.01%
47,361
-6,875
591
$2.5M 0.01%
+146,260
592
$2.49M 0.01%
14,493
-2,045
593
$2.49M 0.01%
26,442
+1,533
594
$2.48M 0.01%
22,777
-19,951
595
$2.48M 0.01%
75,910
-3,185
596
$2.48M 0.01%
36,409
+26,805
597
$2.48M 0.01%
36,033
+5,079
598
$2.46M 0.01%
24,698
-1,200
599
$2.45M 0.01%
26,616
-4,399
600
$2.44M 0.01%
38,692
-1,564
22 23
24
25 26