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
751
$1.43M 0.01%
7,888
+789
752
$1.42M 0.01%
38,855
-2,535
753
$1.42M 0.01%
1,826
-380
754
$1.42M 0.01%
+149,896
755
$1.41M 0.01%
24,362
-11,884
756
$1.41M 0.01%
6,815
+2,911
757
$1.4M 0.01%
15,776
-2,161
758
$1.4M 0.01%
10,579
+938
759
$1.4M 0.01%
53,461
-1,844
760
$1.4M 0.01%
20,217
-887
761
$1.39M 0.01%
39,364
+15
762
$1.39M 0.01%
31,394
+3,385
763
$1.38M 0.01%
34,842
+7,179
764
$1.38M 0.01%
49,700
+4,040
765
$1.38M 0.01%
11,296
+425
766
$1.38M 0.01%
26,472
-1,168
767
$1.38M 0.01%
11,898
-1,354
768
$1.37M 0.01%
120,205
-172,804
769
$1.36M 0.01%
13,874
-891
770
$1.36M 0.01%
46,324
+8,763
771
$1.36M 0.01%
530,000
+497,000
772
$1.36M 0.01%
8,925
+305
773
$1.35M 0.01%
31,291
+67
774
$1.35M 0.01%
22,821
+1,144
775
$1.34M 0.01%
26,126
-1,538
29 30
31
32 33