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
876
$1.04M ﹤0.01%
24,800
-1,178
877
$1.04M ﹤0.01%
44,099
+604
878
$1.03M ﹤0.01%
25,134
+10,836
879
$1.03M ﹤0.01%
6,995
+240
880
$1.03M ﹤0.01%
26,262
-775
881
$1.03M ﹤0.01%
14,827
+4,627
882
$1.02M ﹤0.01%
5,692
-182
883
$1.02M ﹤0.01%
31,754
+17,328
884
$1.02M ﹤0.01%
110,488
+624
885
$1.02M ﹤0.01%
8,687
-959
886
$1.02M ﹤0.01%
18,366
-302
887
$1.01M ﹤0.01%
27,130
+2,462
888
$1.01M ﹤0.01%
17,617
+13,337
889
$1M ﹤0.01%
39,971
-167
890
$1M ﹤0.01%
24,089
-3,727
891
$996K ﹤0.01%
+99,691
892
$994K ﹤0.01%
19,139
-41,442
893
$991K ﹤0.01%
5,166
+218
894
$990K ﹤0.01%
10,867
+3,164
895
$984K ﹤0.01%
9,224
+587
896
$981K ﹤0.01%
43,221
+1,086
897
$970K ﹤0.01%
3,001
-43
898
$964K ﹤0.01%
28,555
+13,067
899
$962K ﹤0.01%
11,431
-757
900
$962K ﹤0.01%
34,364
+59
34 35
36
37 38