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
976
$792K ﹤0.01%
8,236
+849
977
$792K ﹤0.01%
+11,060
978
$791K ﹤0.01%
3,323
-1,335
979
$790K ﹤0.01%
31,366
-1,552
980
$790K ﹤0.01%
12,128
+2,901
981
$788K ﹤0.01%
28,637
-17,163
982
$786K ﹤0.01%
64,818
-45
983
$785K ﹤0.01%
8,804
-36
984
$785K ﹤0.01%
+12,692
985
$784K ﹤0.01%
6,855
+766
986
$783K ﹤0.01%
6,919
-2,380
987
$782K ﹤0.01%
21,181
-4,179
988
$778K ﹤0.01%
12,159
+1,113
989
$776K ﹤0.01%
42,104
+583
990
$772K ﹤0.01%
7,311
+2,443
991
$771K ﹤0.01%
58,605
992
$768K ﹤0.01%
68,892
+1,811
993
$767K ﹤0.01%
14,118
+2,776
994
$763K ﹤0.01%
45,648
-8,403
995
$763K ﹤0.01%
17,450
+1,311
996
$761K ﹤0.01%
20,893
-3,381
997
$759K ﹤0.01%
18,979
+8,967
998
$756K ﹤0.01%
9,315
999
$754K ﹤0.01%
9,427
+16
1000
$754K ﹤0.01%
20,877
+748
38 39
40
41 42