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
51
$130M 0.51%
1,868,096
+158,048
52
$127M 0.5%
1,607,971
+6,858
53
$126M 0.49%
2,124,715
-28,367
54
$126M 0.49%
2,435,991
-570,322
55
$121M 0.47%
967,206
+41,494
56
$118M 0.46%
708,795
+114,643
57
$118M 0.46%
1,847,482
-2,458
58
$116M 0.45%
1,326,079
+100,848
59
$116M 0.45%
1,113,832
+59,195
60
$113M 0.44%
681,555
+9,849
61
$112M 0.44%
471,948
+60,120
62
$110M 0.43%
4,572,823
+135,996
63
$108M 0.42%
445,964
+7,947
64
$101M 0.39%
2,176,854
+13,824
65
$96.6M 0.38%
424,587
+160
66
$96.4M 0.38%
1,208,190
+40,452
67
$93M 0.36%
545,993
+20,240
68
$91.6M 0.36%
1,160,447
-184,553
69
$89.2M 0.35%
226,787
+6,921
70
$86.5M 0.34%
4,018,913
+97,406
71
$85.9M 0.34%
1,074,617
+146,349
72
$85.4M 0.33%
581,873
+122,517
73
$85.1M 0.33%
1,686,899
+117,009
74
$84.4M 0.33%
384,323
+9,346
75
$84.1M 0.33%
421,005
+39,330
1 2
3
4 5