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
726
$1.56M 0.01%
66,720
-1,118
727
$1.56M 0.01%
71,544
+55,490
728
$1.55M 0.01%
41,086
+3,424
729
$1.55M 0.01%
29,958
+1,017
730
$1.54M 0.01%
24,261
+978
731
$1.51M 0.01%
70,439
+2,871
732
$1.5M 0.01%
40,953
+28,480
733
$1.5M 0.01%
61,730
+31,960
734
$1.49M 0.01%
177,867
-25,082
735
$1.49M 0.01%
21,320
-5,894
736
$1.49M 0.01%
52,404
+16,906
737
$1.49M 0.01%
24,731
+10,799
738
$1.48M 0.01%
11,014
-217
739
$1.48M 0.01%
21,804
-3,458
740
$1.47M 0.01%
17,781
-6,859
741
$1.47M 0.01%
8,033
+166
742
$1.46M 0.01%
19,200
743
$1.46M 0.01%
57,907
-7,627
744
$1.45M 0.01%
18,369
-3,337
745
$1.45M 0.01%
19,137
+4,168
746
$1.44M 0.01%
27,156
+3,761
747
$1.44M 0.01%
10,103
+149
748
$1.43M 0.01%
51,189
-5,233
749
$1.43M 0.01%
239,340
-54,995
750
$1.43M 0.01%
36,017
+10,051
28 29
30
31 32