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
1026
$704K ﹤0.01%
5,925
-30
1027
$701K ﹤0.01%
57,586
-5,719
1028
$700K ﹤0.01%
3,946
-389
1029
$698K ﹤0.01%
12,296
-762
1030
$693K ﹤0.01%
+1,795
1031
$689K ﹤0.01%
23,363
-1,435
1032
$687K ﹤0.01%
43,929
1033
$686K ﹤0.01%
43,886
-277
1034
$681K ﹤0.01%
13,218
-2,376
1035
$680K ﹤0.01%
10,052
-1,286
1036
$672K ﹤0.01%
16,548
+3,223
1037
$672K ﹤0.01%
18,834
-5,646
1038
$672K ﹤0.01%
8,995
-660
1039
$670K ﹤0.01%
23,446
+1,111
1040
$670K ﹤0.01%
23,375
+885
1041
$668K ﹤0.01%
+5,207
1042
$666K ﹤0.01%
7,370
-81
1043
$665K ﹤0.01%
16,029
+1,299
1044
$664K ﹤0.01%
11,381
+365
1045
$662K ﹤0.01%
12,824
-587
1046
$662K ﹤0.01%
19,214
-5,961
1047
$660K ﹤0.01%
21,593
-1,593
1048
$660K ﹤0.01%
18,409
+2,695
1049
$655K ﹤0.01%
7,019
+1,069
1050
$655K ﹤0.01%
11,021
-396
40 41
42
43 44