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
951
$382K ﹤0.01%
9,835
952
$379K ﹤0.01%
7,973
-744
953
$377K ﹤0.01%
2,342
+85
954
$377K ﹤0.01%
6,880
-1,152
955
$375K ﹤0.01%
11,455
-2,389
956
$370K ﹤0.01%
5,024
+171
957
$369K ﹤0.01%
7,563
-185
958
$368K ﹤0.01%
10,363
+717
959
$368K ﹤0.01%
20,407
-100
960
$368K ﹤0.01%
61,602
-45,298
961
$367K ﹤0.01%
3,262
+1,038
962
$366K ﹤0.01%
7,846
-218
963
$365K ﹤0.01%
14,300
+1,941
964
$365K ﹤0.01%
6,543
-623
965
$364K ﹤0.01%
6,407
-4,769
966
$363K ﹤0.01%
8,485
+1,152
967
$363K ﹤0.01%
7,864
-27
968
$360K ﹤0.01%
52,608
+372
969
$359K ﹤0.01%
8,863
+1,296
970
$357K ﹤0.01%
15,958
-83
971
$355K ﹤0.01%
12,224
-56
972
$354K ﹤0.01%
6,544
-243
973
$352K ﹤0.01%
2,008
-874
974
$348K ﹤0.01%
7,476
+1,819
975
$348K ﹤0.01%
+3,518
37 38
39
40 41