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
926
$405K ﹤0.01%
21,482
+1,452
927
$405K ﹤0.01%
6,985
928
$404K ﹤0.01%
5,647
-5,044
929
$404K ﹤0.01%
7,532
+990
930
$403K ﹤0.01%
18,934
-7,835
931
$402K ﹤0.01%
4,751
+225
932
$400K ﹤0.01%
29,123
933
$400K ﹤0.01%
5,501
+74
934
$398K ﹤0.01%
10,944
-1,814
935
$397K ﹤0.01%
+10,937
936
$396K ﹤0.01%
3,321
-1,948
937
$395K ﹤0.01%
16,990
+325
938
$394K ﹤0.01%
26,867
-4,133
939
$394K ﹤0.01%
12,069
-614
940
$393K ﹤0.01%
19,579
+272
941
$392K ﹤0.01%
1,897
+103
942
$392K ﹤0.01%
8,600
-1,748
943
$387K ﹤0.01%
26,089
-16,429
944
$387K ﹤0.01%
21,975
-1,483
945
$386K ﹤0.01%
10,468
+19
946
$386K ﹤0.01%
12,250
947
$386K ﹤0.01%
13,727
948
$384K ﹤0.01%
6,565
-417
949
$383K ﹤0.01%
33,594
-906
950
$383K ﹤0.01%
+9,208
36 37
38
39 40