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
601
$2.43M 0.01%
11,672
-91
602
$2.41M 0.01%
70,307
+7,460
603
$2.4M 0.01%
25,771
-294
604
$2.38M 0.01%
35,980
+31,820
605
$2.38M 0.01%
54,345
+1,474
606
$2.37M 0.01%
36,540
+11,820
607
$2.36M 0.01%
45,235
+40,655
608
$2.36M 0.01%
150,910
+126,233
609
$2.35M 0.01%
150,871
-115,905
610
$2.34M 0.01%
49,800
611
$2.34M 0.01%
24,424
+4,764
612
$2.33M 0.01%
49,641
+29,268
613
$2.33M 0.01%
69,071
+19,814
614
$2.27M 0.01%
43,889
+839
615
$2.27M 0.01%
49,123
+10
616
$2.27M 0.01%
38,645
+6,967
617
$2.27M 0.01%
26,644
-6,609
618
$2.26M 0.01%
64,628
-18,306
619
$2.26M 0.01%
19,762
+11,996
620
$2.25M 0.01%
11,195
-1,522
621
$2.23M 0.01%
30,929
+16,532
622
$2.21M 0.01%
36,071
+11,211
623
$2.21M 0.01%
14,495
624
$2.2M 0.01%
22,695
-1,240
625
$2.2M 0.01%
14,022
+1,755
23 24
25
26 27