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
851
$1.11M ﹤0.01%
12,902
+665
852
$1.1M ﹤0.01%
7,126
+1,222
853
$1.1M ﹤0.01%
40,789
-7,615
854
$1.1M ﹤0.01%
21,699
+2,267
855
$1.1M ﹤0.01%
48,450
+10,075
856
$1.09M ﹤0.01%
9,114
-3,078
857
$1.08M ﹤0.01%
59,975
+11,746
858
$1.08M ﹤0.01%
17,724
-493
859
$1.08M ﹤0.01%
17,962
+6,698
860
$1.08M ﹤0.01%
32,785
+1,128
861
$1.08M ﹤0.01%
268,221
-10,000
862
$1.07M ﹤0.01%
2,527
+1,147
863
$1.07M ﹤0.01%
12,338
+4,480
864
$1.07M ﹤0.01%
111,663
-5,653
865
$1.07M ﹤0.01%
60,551
-2,458
866
$1.07M ﹤0.01%
23,217
+6,001
867
$1.06M ﹤0.01%
61,976
-4,547
868
$1.06M ﹤0.01%
+71,557
869
$1.06M ﹤0.01%
13,941
+1,385
870
$1.06M ﹤0.01%
38,894
+3,123
871
$1.06M ﹤0.01%
13,223
+3,152
872
$1.05M ﹤0.01%
16,575
-4,772
873
$1.04M ﹤0.01%
14,961
-210
874
$1.04M ﹤0.01%
25,875
875
$1.04M ﹤0.01%
17,275
+2,443
33 34
35
36 37