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
726
$703K 0.01%
13,960
+9,700
727
$702K 0.01%
14,780
-1,637
728
$702K 0.01%
16,686
-1,885
729
$702K 0.01%
5,463
+144
730
$701K 0.01%
38,630
-207
731
$700K 0.01%
+20,341
732
$699K 0.01%
815
-7
733
$696K 0.01%
22,715
734
$695K 0.01%
10,529
-715
735
$692K 0.01%
12,558
+1,050
736
$690K 0.01%
121,004
737
$689K 0.01%
4,938
+871
738
$687K ﹤0.01%
12,756
+1,179
739
$685K ﹤0.01%
14,118
-756
740
$684K ﹤0.01%
44,226
-4,787
741
$682K ﹤0.01%
+4,667
742
$680K ﹤0.01%
+5,274
743
$679K ﹤0.01%
11,918
-3,011
744
$678K ﹤0.01%
18,721
-63
745
$678K ﹤0.01%
33,213
+1,813
746
$671K ﹤0.01%
3,876
+84
747
$670K ﹤0.01%
7,094
+36
748
$670K ﹤0.01%
11,919
+421
749
$665K ﹤0.01%
11,273
-500
750
$662K ﹤0.01%
16,050
-5,916
28 29
30
31 32