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
651
$1.98M 0.01%
42,096
-325
652
$1.97M 0.01%
131,800
+85,800
653
$1.97M 0.01%
106,473
+45,628
654
$1.97M 0.01%
391,204
-17,429
655
$1.97M 0.01%
33,179
-2,728
656
$1.96M 0.01%
22,919
-3,285
657
$1.96M 0.01%
62,513
-7,416
658
$1.94M 0.01%
48,213
-139,661
659
$1.93M 0.01%
+15,188
660
$1.93M 0.01%
37,836
-702
661
$1.92M 0.01%
21,020
-4,872
662
$1.92M 0.01%
45,716
+6,665
663
$1.92M 0.01%
62,350
-709
664
$1.92M 0.01%
16,743
+955
665
$1.91M 0.01%
52,501
+948
666
$1.9M 0.01%
69,451
+57,451
667
$1.89M 0.01%
40,342
+330
668
$1.86M 0.01%
41,871
-3,271
669
$1.85M 0.01%
42,823
+15
670
$1.84M 0.01%
60,162
-63,320
671
$1.84M 0.01%
11,686
+9,483
672
$1.82M 0.01%
14,093
-3,325
673
$1.82M 0.01%
61,332
-5,315
674
$1.82M 0.01%
20,518
+17,715
675
$1.81M 0.01%
18,227
+5,442
25 26
27
28 29