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
826
$521K ﹤0.01%
20,130
-3,600
827
$521K ﹤0.01%
6,710
+470
828
$517K ﹤0.01%
27,362
-4,037
829
$516K ﹤0.01%
11,413
+2,460
830
$515K ﹤0.01%
30,747
-3,795
831
$514K ﹤0.01%
9,858
+3,915
832
$513K ﹤0.01%
11,248
+809
833
$513K ﹤0.01%
197
834
$512K ﹤0.01%
5,110
+1,429
835
$511K ﹤0.01%
11,180
-2,158
836
$510K ﹤0.01%
2,093
-44
837
$510K ﹤0.01%
15,099
+223
838
$506K ﹤0.01%
3,645
+880
839
$504K ﹤0.01%
29,730
+6,171
840
$503K ﹤0.01%
22,595
841
$503K ﹤0.01%
8,240
-600
842
$502K ﹤0.01%
10,659
843
$502K ﹤0.01%
23,811
+1,813
844
$502K ﹤0.01%
109,550
-15,252
845
$501K ﹤0.01%
17,764
+4,095
846
$501K ﹤0.01%
10,153
-1,121
847
$500K ﹤0.01%
5,822
-1,271
848
$500K ﹤0.01%
6,136
+72
849
$498K ﹤0.01%
32,537
+6,600
850
$495K ﹤0.01%
9,167
-142
32 33
34
35 36