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
801
$1.25M ﹤0.01%
84,400
-9,450
802
$1.25M ﹤0.01%
63,652
+5,566
803
$1.25M ﹤0.01%
73,843
-7,549
804
$1.24M ﹤0.01%
78,877
-23,720
805
$1.24M ﹤0.01%
18,328
-1,484
806
$1.24M ﹤0.01%
93,620
+18,040
807
$1.24M ﹤0.01%
78,729
-9,543
808
$1.23M ﹤0.01%
122,267
+30,816
809
$1.23M ﹤0.01%
14,624
+7,752
810
$1.23M ﹤0.01%
34,592
-482
811
$1.23M ﹤0.01%
123,000
+44,000
812
$1.23M ﹤0.01%
44,042
+8,427
813
$1.22M ﹤0.01%
123,678
+60,686
814
$1.21M ﹤0.01%
17,269
-54
815
$1.21M ﹤0.01%
14,486
816
$1.2M ﹤0.01%
22,648
817
$1.2M ﹤0.01%
11,243
-639
818
$1.19M ﹤0.01%
10,651
+496
819
$1.19M ﹤0.01%
17,504
+5,334
820
$1.19M ﹤0.01%
50,323
821
$1.19M ﹤0.01%
21,085
+12,748
822
$1.18M ﹤0.01%
9,750
+370
823
$1.18M ﹤0.01%
7,245
+513
824
$1.18M ﹤0.01%
81,776
-14,624
825
$1.18M ﹤0.01%
6,206
-674
31 32
33
34 35