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
1001
$753K ﹤0.01%
18,605
-562
1002
$752K ﹤0.01%
10,623
-334
1003
$750K ﹤0.01%
42,798
+3,100
1004
$749K ﹤0.01%
7,278
+205
1005
$747K ﹤0.01%
3,490
+327
1006
$743K ﹤0.01%
8,288
+2,615
1007
$738K ﹤0.01%
11,336
+988
1008
$737K ﹤0.01%
8,252
-76
1009
$737K ﹤0.01%
+18,860
1010
$734K ﹤0.01%
28,467
+2,546
1011
$733K ﹤0.01%
22,064
-3,472
1012
$728K ﹤0.01%
21,591
+2,061
1013
$727K ﹤0.01%
13,371
-552
1014
$725K ﹤0.01%
14,647
+4,793
1015
$725K ﹤0.01%
7,448
+101
1016
$724K ﹤0.01%
13,131
-167
1017
$723K ﹤0.01%
10,569
-281
1018
$722K ﹤0.01%
2,326
+44
1019
$721K ﹤0.01%
27,374
-5,915
1020
$720K ﹤0.01%
23,458
+661
1021
$716K ﹤0.01%
36,013
+53
1022
$713K ﹤0.01%
14,477
+138
1023
$713K ﹤0.01%
11,231
-2,541
1024
$710K ﹤0.01%
40,468
+43
1025
$709K ﹤0.01%
31,001
-1,368
39 40
41
42 43