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
676
$1.8M 0.01%
80,441
+49,020
677
$1.79M 0.01%
19,834
-15,750
678
$1.79M 0.01%
30,879
-110
679
$1.79M 0.01%
15,466
+135
680
$1.78M 0.01%
16,471
+610
681
$1.78M 0.01%
131,826
+25,958
682
$1.78M 0.01%
9,782
+3,609
683
$1.77M 0.01%
48,036
+5,880
684
$1.76M 0.01%
27,063
+15,620
685
$1.75M 0.01%
61,616
686
$1.75M 0.01%
62,848
-3,500
687
$1.74M 0.01%
6,330
+2,922
688
$1.74M 0.01%
173,611
-19,253
689
$1.74M 0.01%
59,213
-7,026
690
$1.74M 0.01%
78,108
-10,383
691
$1.73M 0.01%
50,997
+11,905
692
$1.73M 0.01%
14,184
-120
693
$1.72M 0.01%
53,337
-1,515
694
$1.72M 0.01%
13,586
-4,761
695
$1.72M 0.01%
95,974
-7,458
696
$1.71M 0.01%
32,405
-6,576
697
$1.71M 0.01%
18,593
+701
698
$1.71M 0.01%
+413
699
$1.71M 0.01%
59,855
+6,432
700
$1.71M 0.01%
35,410
+1,590
26 27
28
29 30