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
876
$463K ﹤0.01%
18,759
+4,654
877
$462K ﹤0.01%
4,162
-10
878
$461K ﹤0.01%
9,200
879
$460K ﹤0.01%
49,425
+6,360
880
$460K ﹤0.01%
14,491
+2,368
881
$459K ﹤0.01%
8,052
-397
882
$456K ﹤0.01%
7,905
883
$454K ﹤0.01%
4,925
+574
884
$454K ﹤0.01%
14,532
+998
885
$451K ﹤0.01%
6,100
+710
886
$451K ﹤0.01%
9,554
+44
887
$449K ﹤0.01%
12,231
+2,142
888
$449K ﹤0.01%
3,453
+407
889
$445K ﹤0.01%
16,474
-1,342
890
$445K ﹤0.01%
3,090
-14,961
891
$445K ﹤0.01%
7,235
-796
892
$442K ﹤0.01%
8,199
+1,874
893
$441K ﹤0.01%
29,500
894
$439K ﹤0.01%
3,902
-775
895
$438K ﹤0.01%
3,574
+77
896
$438K ﹤0.01%
48,341
897
$438K ﹤0.01%
15,286
+302
898
$437K ﹤0.01%
+10,508
899
$437K ﹤0.01%
10,933
+1,208
900
$437K ﹤0.01%
4,745
+45
34 35
36
37 38