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
626
$2.19M 0.01%
91,667
+94
627
$2.18M 0.01%
39,575
+18,640
628
$2.18M 0.01%
38,692
+292
629
$2.17M 0.01%
15,748
-84
630
$2.16M 0.01%
30,875
+7,348
631
$2.16M 0.01%
84,726
+18,851
632
$2.15M 0.01%
69,529
+1,268
633
$2.14M 0.01%
42,876
+4,428
634
$2.13M 0.01%
27,290
-6,645
635
$2.13M 0.01%
34,967
-9,642
636
$2.12M 0.01%
80,707
+256
637
$2.11M 0.01%
151,662
-18,140
638
$2.1M 0.01%
50,897
-533
639
$2.1M 0.01%
67,954
-4,624
640
$2.08M 0.01%
19,672
+13,998
641
$2.07M 0.01%
245,163
-33,626
642
$2.06M 0.01%
22,431
+6,856
643
$2.05M 0.01%
41,921
+100
644
$2.05M 0.01%
77,213
+1,874
645
$2.04M 0.01%
132,805
+23,925
646
$2.03M 0.01%
67,975
+19,510
647
$2.02M 0.01%
64,029
+15,651
648
$2.02M 0.01%
7,352
+260
649
$2M 0.01%
105,462
+36,410
650
$2M 0.01%
43,930
-750
24 25
26
27 28