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
801
$562K ﹤0.01%
12,872
-380
802
$559K ﹤0.01%
30,876
-274
803
$558K ﹤0.01%
43,020
-451
804
$554K ﹤0.01%
5,117
+841
805
$552K ﹤0.01%
27,935
-15,663
806
$551K ﹤0.01%
+17,121
807
$551K ﹤0.01%
5,048
-3,228
808
$550K ﹤0.01%
19,762
+108
809
$549K ﹤0.01%
16,310
+1,709
810
$548K ﹤0.01%
19,180
811
$548K ﹤0.01%
513
+23
812
$547K ﹤0.01%
13,857
+1,108
813
$546K ﹤0.01%
7,200
+175
814
$544K ﹤0.01%
14,604
-1,204
815
$541K ﹤0.01%
10,342
-152
816
$533K ﹤0.01%
12,082
-1,785
817
$532K ﹤0.01%
4,968
-2
818
$531K ﹤0.01%
3,897
+309
819
$531K ﹤0.01%
15,564
-2,452
820
$530K ﹤0.01%
12,835
+4,607
821
$528K ﹤0.01%
11,082
-66
822
$527K ﹤0.01%
13,231
+5,552
823
$525K ﹤0.01%
27,781
-1,814
824
$525K ﹤0.01%
10,068
-2,393
825
$522K ﹤0.01%
14,739
-2,659
31 32
33
34 35