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
701
$772K 0.01%
23,156
-1,173
702
$767K 0.01%
16,380
-217
703
$767K 0.01%
20,962
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704
$766K 0.01%
6,842
-49
705
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13,241
-2,370
706
$764K 0.01%
25,870
-1,400
707
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8,886
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708
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26,943
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15,332
-1,367
710
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22,815
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711
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14,733
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712
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12,615
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713
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42,000
714
$729K 0.01%
15,080
715
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6,133
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15,456
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719
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15,726
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720
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3,941
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721
$710K 0.01%
7,469
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722
$707K 0.01%
51,957
+9,865
723
$704K 0.01%
65,200
724
$704K 0.01%
45,750
+1,727
725
$703K 0.01%
27,171
-243
27 28
29
30 31