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
951
$838K ﹤0.01%
31,730
-1,280
952
$835K ﹤0.01%
30,000
-7,500
953
$835K ﹤0.01%
98,729
+6,445
954
$834K ﹤0.01%
24,080
-1,052
955
$834K ﹤0.01%
16,027
+116
956
$832K ﹤0.01%
20,501
-237
957
$829K ﹤0.01%
20,259
-2,013
958
$825K ﹤0.01%
18,221
+1,741
959
$824K ﹤0.01%
58,698
-2,629
960
$823K ﹤0.01%
1,989
+733
961
$823K ﹤0.01%
1,710
-89
962
$823K ﹤0.01%
8,938
+605
963
$821K ﹤0.01%
78,538
-6,383
964
$821K ﹤0.01%
+2,865
965
$813K ﹤0.01%
24,507
-59
966
$812K ﹤0.01%
60,527
-5,616
967
$809K ﹤0.01%
14,159
-2,208
968
$808K ﹤0.01%
16,622
+10,588
969
$807K ﹤0.01%
29,192
+2,190
970
$806K ﹤0.01%
2,909
+1,520
971
$803K ﹤0.01%
13,732
-994
972
$802K ﹤0.01%
+14,689
973
$798K ﹤0.01%
104,500
+7,500
974
$797K ﹤0.01%
37,397
+10,804
975
$795K ﹤0.01%
22,886
-653
37 38
39
40 41