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
751
$659K ﹤0.01%
12,072
-102
752
$659K ﹤0.01%
16,392
753
$658K ﹤0.01%
30,804
754
$655K ﹤0.01%
20,412
+1,204
755
$652K ﹤0.01%
7,204
+72
756
$649K ﹤0.01%
13,160
+16
757
$646K ﹤0.01%
30,685
758
$645K ﹤0.01%
+10,947
759
$643K ﹤0.01%
8,130
-121,079
760
$641K ﹤0.01%
8,464
+668
761
$640K ﹤0.01%
37,074
+3,825
762
$639K ﹤0.01%
9,943
+273
763
$637K ﹤0.01%
22,357
+1,207
764
$637K ﹤0.01%
16,905
765
$636K ﹤0.01%
12,982
-69
766
$635K ﹤0.01%
43,803
+2,820
767
$633K ﹤0.01%
16,556
+5,769
768
$632K ﹤0.01%
15,000
769
$630K ﹤0.01%
2,764
+114
770
$629K ﹤0.01%
94,613
-36,537
771
$628K ﹤0.01%
14,018
772
$628K ﹤0.01%
28,951
-9,970
773
$627K ﹤0.01%
+4,862
774
$626K ﹤0.01%
68,894
+2,560
775
$625K ﹤0.01%
34,166
-2,225
29 30
31
32 33