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
776
$620K ﹤0.01%
27,434
+14,284
777
$620K ﹤0.01%
1,724
+329
778
$613K ﹤0.01%
27,479
-1,936
779
$612K ﹤0.01%
2,394
780
$612K ﹤0.01%
+20,257
781
$607K ﹤0.01%
12,648
+5,599
782
$607K ﹤0.01%
5,984
+150
783
$606K ﹤0.01%
30,275
784
$602K ﹤0.01%
27,994
+494
785
$600K ﹤0.01%
+92,008
786
$597K ﹤0.01%
12,992
787
$596K ﹤0.01%
17,518
-4
788
$591K ﹤0.01%
25,004
-6,854
789
$590K ﹤0.01%
20,396
+803
790
$590K ﹤0.01%
35,988
-5,009
791
$590K ﹤0.01%
9,354
-743
792
$585K ﹤0.01%
12,695
-431
793
$582K ﹤0.01%
16,537
-1,425
794
$577K ﹤0.01%
25,137
795
$577K ﹤0.01%
24,665
+556
796
$577K ﹤0.01%
10,443
-83
797
$569K ﹤0.01%
12,051
798
$565K ﹤0.01%
6,918
-819
799
$562K ﹤0.01%
9,770
+527
800
$562K ﹤0.01%
14,789
-9,785
30 31
32
33 34