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
901
$435K ﹤0.01%
5,598
+260
902
$432K ﹤0.01%
2,337
-89
903
$431K ﹤0.01%
10,125
+125
904
$430K ﹤0.01%
+18,940
905
$430K ﹤0.01%
9,881
-982
906
$429K ﹤0.01%
5,546
+100
907
$428K ﹤0.01%
23,200
-2,399
908
$427K ﹤0.01%
12,294
-970
909
$423K ﹤0.01%
11,740
910
$419K ﹤0.01%
27,918
+3,463
911
$417K ﹤0.01%
+7,270
912
$416K ﹤0.01%
64,058
-2,609
913
$416K ﹤0.01%
12,088
+516
914
$415K ﹤0.01%
8,307
-7,309
915
$414K ﹤0.01%
26,368
+650
916
$413K ﹤0.01%
9,912
-1,500
917
$413K ﹤0.01%
6,619
+711
918
$412K ﹤0.01%
15,379
-2,339
919
$411K ﹤0.01%
25,056
-7,018
920
$409K ﹤0.01%
4,477
+449
921
$409K ﹤0.01%
13,258
-8,365
922
$408K ﹤0.01%
4,454
-3
923
$408K ﹤0.01%
4,568
-348
924
$407K ﹤0.01%
31,844
+26
925
$406K ﹤0.01%
8,464
+217
35 36
37
38 39