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
1001
$318K ﹤0.01%
27,320
+1,710
1002
$315K ﹤0.01%
+36,612
1003
$314K ﹤0.01%
1,654
+624
1004
$313K ﹤0.01%
33,684
+749
1005
$313K ﹤0.01%
5,035
+1,046
1006
$313K ﹤0.01%
15,242
-904
1007
$311K ﹤0.01%
5,249
-415
1008
$310K ﹤0.01%
13,677
+750
1009
$310K ﹤0.01%
8,994
+332
1010
$310K ﹤0.01%
60,000
+30,000
1011
$309K ﹤0.01%
4,799
+1,519
1012
$308K ﹤0.01%
6,345
+957
1013
$306K ﹤0.01%
34,067
+795
1014
$306K ﹤0.01%
4,381
+1,067
1015
$305K ﹤0.01%
13,988
+456
1016
$305K ﹤0.01%
11,316
1017
$304K ﹤0.01%
10,380
-1,045
1018
$303K ﹤0.01%
5,772
-967
1019
$302K ﹤0.01%
7,747
+1,011
1020
$302K ﹤0.01%
12,300
1021
$300K ﹤0.01%
4,652
+258
1022
$298K ﹤0.01%
16,779
-2,440
1023
$297K ﹤0.01%
2,830
1024
$297K ﹤0.01%
11,160
+1,304
1025
$294K ﹤0.01%
+5,999
39 40
41
42 43