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
701
$1.7M 0.01%
13,649
+378
702
$1.7M 0.01%
21,586
+587
703
$1.69M 0.01%
55,236
-12,356
704
$1.68M 0.01%
39,216
-2,999
705
$1.67M 0.01%
59,704
+2,693
706
$1.67M 0.01%
120,161
+289
707
$1.67M 0.01%
31,490
-1,288
708
$1.66M 0.01%
10,833
-1,998
709
$1.65M 0.01%
18,287
-373
710
$1.64M 0.01%
13,394
+2,936
711
$1.62M 0.01%
62,069
+4,069
712
$1.61M 0.01%
30,457
+3,701
713
$1.61M 0.01%
13,281
-2,421
714
$1.61M 0.01%
34,805
-393
715
$1.6M 0.01%
4,681
-1,414
716
$1.6M 0.01%
34,575
-3,508
717
$1.59M 0.01%
24,954
+3,181
718
$1.59M 0.01%
109,812
+38,805
719
$1.59M 0.01%
8,409
-121
720
$1.58M 0.01%
19,031
+2,425
721
$1.58M 0.01%
23,781
+100
722
$1.57M 0.01%
40,250
723
$1.57M 0.01%
42,708
-21,180
724
$1.56M 0.01%
5,355
+389
725
$1.56M 0.01%
55,531
+1,305
27 28
29
30 31