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
851
$493K ﹤0.01%
6,264
-69
852
$493K ﹤0.01%
5,808
+1,031
853
$492K ﹤0.01%
3,445
+451
854
$491K ﹤0.01%
17,041
+3,838
855
$490K ﹤0.01%
4,065
+992
856
$490K ﹤0.01%
+3,627
857
$489K ﹤0.01%
14,271
-3,093
858
$488K ﹤0.01%
+25,000
859
$485K ﹤0.01%
5,177
-283
860
$481K ﹤0.01%
4,153
+777
861
$481K ﹤0.01%
8,333
862
$481K ﹤0.01%
142,097
863
$479K ﹤0.01%
+168
864
$479K ﹤0.01%
14,289
865
$479K ﹤0.01%
29,712
-1,284
866
$478K ﹤0.01%
6,265
+102
867
$477K ﹤0.01%
14,322
+9
868
$474K ﹤0.01%
14,528
+18
869
$471K ﹤0.01%
9,938
+1,106
870
$470K ﹤0.01%
751
-181
871
$470K ﹤0.01%
11,960
+1,329
872
$468K ﹤0.01%
11,284
+1,762
873
$468K ﹤0.01%
26,900
874
$468K ﹤0.01%
23,904
+228
875
$464K ﹤0.01%
24,117
+111
33 34
35
36 37