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
76
$48.1M 0.35%
872,887
-32,650
77
$47.8M 0.34%
614,744
+13,332
78
$47.4M 0.34%
691,467
+18,638
79
$47.2M 0.34%
958,608
+50,760
80
$47.2M 0.34%
662,077
-35,004
81
$46.6M 0.34%
497,339
+29,027
82
$46.2M 0.33%
607,856
+4,658
83
$45.5M 0.33%
305,104
+4,300
84
$44.1M 0.32%
268,190
+19,759
85
$43M 0.31%
837,086
-100,876
86
$42M 0.3%
795,997
+6,428
87
$41.8M 0.3%
784,011
+29,766
88
$41.7M 0.3%
515,252
+118,970
89
$40.8M 0.29%
728,051
-192,408
90
$40.5M 0.29%
659,677
+141,116
91
$39.6M 0.29%
254,619
-13,908
92
$39.6M 0.28%
514,292
-84,009
93
$38.6M 0.28%
648,738
+37,526
94
$38.3M 0.28%
526,073
-152,740
95
$37.8M 0.27%
340,444
-2,816
96
$36.9M 0.27%
431,279
-10,682
97
$36.6M 0.26%
1,042,394
-171,588
98
$36.6M 0.26%
150,186
+5,901
99
$36.5M 0.26%
703,638
-11,840
100
$35.7M 0.26%
178,803
+18,843
2 3
4
5 6