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
901
$957K ﹤0.01%
2,666
+428
902
$955K ﹤0.01%
23,698
-1,501
903
$954K ﹤0.01%
17,414
-6,512
904
$952K ﹤0.01%
15,887
+5,910
905
$950K ﹤0.01%
54,606
+14,289
906
$949K ﹤0.01%
254,345
+133,490
907
$946K ﹤0.01%
345,216
+204,279
908
$943K ﹤0.01%
27,724
+10
909
$936K ﹤0.01%
31,801
-3,644
910
$936K ﹤0.01%
53,929
+18,250
911
$935K ﹤0.01%
18,387
-3,765
912
$933K ﹤0.01%
412,840
+243,789
913
$925K ﹤0.01%
6,477
+202
914
$921K ﹤0.01%
33,192
+152
915
$918K ﹤0.01%
45,947
-1,977
916
$917K ﹤0.01%
15,236
+3,887
917
$916K ﹤0.01%
96,832
-4,476
918
$916K ﹤0.01%
52,387
+16,054
919
$910K ﹤0.01%
3,993
-283
920
$909K ﹤0.01%
8,031
921
$909K ﹤0.01%
+26,643
922
$906K ﹤0.01%
17,648
-35,248
923
$900K ﹤0.01%
44,229
-5,552
924
$900K ﹤0.01%
14,223
+3,198
925
$899K ﹤0.01%
11,503
-1,125
35 36
37
38 39