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
1051
$653K ﹤0.01%
12,652
+729
1052
$652K ﹤0.01%
30,072
-330
1053
$650K ﹤0.01%
15,473
-542
1054
$648K ﹤0.01%
17,813
+366
1055
$645K ﹤0.01%
143,673
-28,180
1056
$642K ﹤0.01%
+8,173
1057
$641K ﹤0.01%
19,258
-5,321
1058
$638K ﹤0.01%
+12,387
1059
$636K ﹤0.01%
+4,481
1060
$634K ﹤0.01%
4,506
+2,198
1061
$633K ﹤0.01%
11,809
-3
1062
$632K ﹤0.01%
9,368
-800
1063
$631K ﹤0.01%
8,755
+760
1064
$631K ﹤0.01%
44,051
-142
1065
$627K ﹤0.01%
10,362
-1,051
1066
$626K ﹤0.01%
11,173
-23
1067
$623K ﹤0.01%
15,822
-906
1068
$619K ﹤0.01%
18,370
-8,273
1069
$618K ﹤0.01%
21,933
+6,911
1070
$617K ﹤0.01%
151,269
-14,921
1071
$615K ﹤0.01%
28,051
+943
1072
$612K ﹤0.01%
51,345
-4,351
1073
$612K ﹤0.01%
27,574
+5,770
1074
$612K ﹤0.01%
22,070
-876
1075
$611K ﹤0.01%
12,400
-2,626
41 42
43
44 45