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
1026
$294K ﹤0.01%
10,320
-13,151
1027
$293K ﹤0.01%
7,757
-799
1028
$293K ﹤0.01%
+4,201
1029
$293K ﹤0.01%
5,519
-1,095
1030
$292K ﹤0.01%
6,990
1031
$291K ﹤0.01%
6,052
-14,829
1032
$290K ﹤0.01%
7,649
+1,458
1033
$289K ﹤0.01%
2,961
-22
1034
$285K ﹤0.01%
5,211
-65,862
1035
$285K ﹤0.01%
+6,046
1036
$283K ﹤0.01%
4,179
1037
$283K ﹤0.01%
+3,241
1038
$282K ﹤0.01%
15,075
1039
$280K ﹤0.01%
32,709
+4,247
1040
$280K ﹤0.01%
9,247
-356
1041
$278K ﹤0.01%
2,778
-36,740
1042
$278K ﹤0.01%
1,754
-100
1043
$278K ﹤0.01%
402
1044
$277K ﹤0.01%
3,935
-1,174
1045
$276K ﹤0.01%
3,256
-743
1046
$275K ﹤0.01%
12,036
1047
$275K ﹤0.01%
2,495
-21
1048
$274K ﹤0.01%
8,300
+2,659
1049
$273K ﹤0.01%
5,915
-1,097
1050
$273K ﹤0.01%
3,001
-132
40 41
42
43 44