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
776
$1.34M 0.01%
13,314
+832
777
$1.34M 0.01%
36,363
-2,941
778
$1.34M 0.01%
+34,100
779
$1.33M 0.01%
120,515
-9,163
780
$1.33M 0.01%
127,898
-296
781
$1.3M 0.01%
19,032
-7,094
782
$1.3M 0.01%
36,322
+6,990
783
$1.29M 0.01%
2,513
-74
784
$1.29M 0.01%
3,799
+283
785
$1.29M 0.01%
275,000
786
$1.29M 0.01%
44,671
-1,342
787
$1.29M 0.01%
43,249
-6,069
788
$1.28M 0.01%
10,205
-174
789
$1.28M 0.01%
17,694
+5,410
790
$1.28M 0.01%
71,467
+26,269
791
$1.28M 0.01%
25,818
-585
792
$1.27M 0.01%
21,442
+3,479
793
$1.27M 0.01%
23,176
+3,834
794
$1.27M 0.01%
+60,771
795
$1.27M 0.01%
92,811
-6,836
796
$1.27M 0.01%
57,347
+332
797
$1.27M ﹤0.01%
50,348
-3,942
798
$1.26M ﹤0.01%
1,293
+35
799
$1.26M ﹤0.01%
14,392
-482
800
$1.26M ﹤0.01%
25,895
-130
30 31
32
33 34