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
601
$1.1M 0.01%
29,293
+5
602
$1.1M 0.01%
38,908
-3,908
603
$1.1M 0.01%
51,848
+1,948
604
$1.1M 0.01%
20,829
+2,678
605
$1.09M 0.01%
67,779
+1,303
606
$1.09M 0.01%
28,103
-427
607
$1.08M 0.01%
15,340
+49
608
$1.08M 0.01%
13,963
-19,880
609
$1.08M 0.01%
56,650
-2,058
610
$1.08M 0.01%
35,667
+1,559
611
$1.07M 0.01%
45,756
-3,690
612
$1.07M 0.01%
8,778
613
$1.07M 0.01%
21,113
-647
614
$1.06M 0.01%
6,021
-332
615
$1.06M 0.01%
32,193
+4,852
616
$1.06M 0.01%
16,010
+2,028
617
$1.05M 0.01%
28,161
-225
618
$1.05M 0.01%
36,140
-3,600
619
$1.05M 0.01%
92,356
+27,240
620
$1.05M 0.01%
10,840
-1,890
621
$1.05M 0.01%
39,601
+73
622
$1.03M 0.01%
60,092
-782
623
$1.03M 0.01%
22,074
-500
624
$1.02M 0.01%
7,378
+741
625
$1.02M 0.01%
20,201
+1,927
23 24
25
26 27