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
926
$899K ﹤0.01%
9,439
-4,461
927
$898K ﹤0.01%
+10,180
928
$893K ﹤0.01%
32,059
-2,313
929
$889K ﹤0.01%
+20,812
930
$888K ﹤0.01%
98,505
-6,826
931
$887K ﹤0.01%
38,417
-3,123
932
$885K ﹤0.01%
42,412
-1,969
933
$884K ﹤0.01%
147,856
-7,050
934
$882K ﹤0.01%
54,166
+600
935
$881K ﹤0.01%
52,497
+7,898
936
$879K ﹤0.01%
1,830
+51
937
$873K ﹤0.01%
10,438
+7,090
938
$873K ﹤0.01%
17,961
+1,966
939
$862K ﹤0.01%
32,095
+14,111
940
$861K ﹤0.01%
20,573
-2,011
941
$857K ﹤0.01%
11,111
+5,675
942
$857K ﹤0.01%
16,890
-1,372
943
$853K ﹤0.01%
18,100
+1,566
944
$851K ﹤0.01%
18,305
+2,671
945
$850K ﹤0.01%
36,085
+12,645
946
$848K ﹤0.01%
21,685
-4,819
947
$845K ﹤0.01%
11,117
-1,902
948
$842K ﹤0.01%
84,638
-4,514
949
$840K ﹤0.01%
18,734
+2,874
950
$838K ﹤0.01%
31,653
+1,150
36 37
38
39 40