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
976
$346K ﹤0.01%
13,450
-2,593
977
$346K ﹤0.01%
4,100
978
$344K ﹤0.01%
11,753
-1,004
979
$344K ﹤0.01%
+12,365
980
$344K ﹤0.01%
4,883
-311
981
$342K ﹤0.01%
9,206
+47
982
$340K ﹤0.01%
7,245
+880
983
$340K ﹤0.01%
28,213
+13,149
984
$339K ﹤0.01%
6,351
-201
985
$337K ﹤0.01%
38,355
986
$337K ﹤0.01%
5,995
-407
987
$335K ﹤0.01%
4,336
+958
988
$335K ﹤0.01%
4,738
-776
989
$335K ﹤0.01%
24,438
-4
990
$329K ﹤0.01%
4,797
-216
991
$329K ﹤0.01%
8,196
-46
992
$328K ﹤0.01%
28,222
993
$327K ﹤0.01%
6,386
-443
994
$327K ﹤0.01%
2,711
-687
995
$325K ﹤0.01%
4,340
-10,311
996
$325K ﹤0.01%
7,230
+3,837
997
$322K ﹤0.01%
2,294
-38
998
$321K ﹤0.01%
5,425
-839
999
$320K ﹤0.01%
1,414
+341
1000
$320K ﹤0.01%
2,950
+345
38 39
40
41 42