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
1051
$272K ﹤0.01%
+6,000
1052
$271K ﹤0.01%
14,243
-1,613
1053
$270K ﹤0.01%
8,010
+33
1054
$269K ﹤0.01%
+5,200
1055
$268K ﹤0.01%
+12,467
1056
$268K ﹤0.01%
10,439
-4,869
1057
$267K ﹤0.01%
12,350
1058
$267K ﹤0.01%
19,147
+1,068
1059
$265K ﹤0.01%
7,250
+1,084
1060
$265K ﹤0.01%
20,000
1061
$263K ﹤0.01%
4,097
-1,081
1062
$263K ﹤0.01%
190,649
-91,000
1063
$261K ﹤0.01%
5,850
1064
$261K ﹤0.01%
6,672
-583
1065
$261K ﹤0.01%
8,729
1066
$260K ﹤0.01%
3,597
-2,120
1067
$259K ﹤0.01%
2,240
1068
$259K ﹤0.01%
5,909
+63
1069
$259K ﹤0.01%
12,131
1070
$259K ﹤0.01%
39,438
+6,000
1071
$259K ﹤0.01%
10,261
-3,411
1072
$259K ﹤0.01%
1,691
-307
1073
$258K ﹤0.01%
+3,420
1074
$257K ﹤0.01%
+7,523
1075
$257K ﹤0.01%
4,250
41 42
43
44 45