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
626
$1.02M 0.01%
27,829
-10,690
627
$1.02M 0.01%
48,990
-2,455
628
$1.02M 0.01%
17,853
-337
629
$1.01M 0.01%
67,500
630
$1.01M 0.01%
113,439
-16,017
631
$1.01M 0.01%
13,295
+1,910
632
$1.01M 0.01%
10,621
-860
633
$1.01M 0.01%
8,702
-420
634
$1M 0.01%
15,564
+396
635
$994K 0.01%
17,751
+393
636
$991K 0.01%
9,350
+953
637
$991K 0.01%
17,606
-5,768
638
$990K 0.01%
128,448
+37,984
639
$986K 0.01%
24,794
640
$979K 0.01%
12,231
-33
641
$974K 0.01%
24,643
+75
642
$967K 0.01%
61,042
-1,017
643
$957K 0.01%
14,827
+871
644
$953K 0.01%
9,091
-2,326
645
$951K 0.01%
34,000
646
$948K 0.01%
7,947
-183
647
$936K 0.01%
17,558
+40
648
$935K 0.01%
6,316
+316
649
$934K 0.01%
40,493
650
$933K 0.01%
14,206
+8
24 25
26
27 28