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
76
$83.4M 0.33%
211,145
+11,107
77
$81.2M 0.32%
879,257
-41,536
78
$80.7M 0.31%
1,266,603
-13,842
79
$80.4M 0.31%
1,540,143
+409,222
80
$79.2M 0.31%
1,375,609
-82,751
81
$78M 0.3%
546,352
+131,036
82
$76M 0.3%
1,259,941
+70,847
83
$75.3M 0.29%
417,868
-391
84
$74.9M 0.29%
738,581
+20,441
85
$74.4M 0.29%
2,167,439
+36,425
86
$74.4M 0.29%
335,777
+8,218
87
$73.8M 0.29%
1,494,297
+20,116
88
$73.6M 0.29%
634,165
-2,485
89
$70.6M 0.28%
303,290
+8,799
90
$70.3M 0.27%
370,903
+16,910
91
$70.2M 0.27%
424,707
+96,802
92
$69.8M 0.27%
667,976
+56,021
93
$69.8M 0.27%
354,334
+14,740
94
$69.7M 0.27%
599,011
+19,022
95
$69.2M 0.27%
1,483,569
+35,793
96
$67.9M 0.26%
581,776
-76,571
97
$66.8M 0.26%
1,803,700
+114,190
98
$65.5M 0.26%
469,765
+110,382
99
$65.2M 0.25%
1,479,821
+39,882
100
$64.9M 0.25%
344,846
+38,134
2 3
4
5 6