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
1076
$257K ﹤0.01%
5,341
-1,752
1077
$257K ﹤0.01%
2,901
-104
1078
$257K ﹤0.01%
6,862
-676
1079
$256K ﹤0.01%
+6,619
1080
$254K ﹤0.01%
477
1081
$253K ﹤0.01%
+9,090
1082
$253K ﹤0.01%
1,373
+323
1083
$252K ﹤0.01%
2,516
+89
1084
$251K ﹤0.01%
+3,042
1085
$251K ﹤0.01%
9,098
-430
1086
$250K ﹤0.01%
2,257
-19
1087
$249K ﹤0.01%
20,000
1088
$248K ﹤0.01%
+4,077
1089
$246K ﹤0.01%
63,274
1090
$246K ﹤0.01%
+9,877
1091
$245K ﹤0.01%
5,635
-239
1092
$244K ﹤0.01%
+8,263
1093
$242K ﹤0.01%
+9,120
1094
$241K ﹤0.01%
3,684
1095
$240K ﹤0.01%
6,994
+432
1096
$240K ﹤0.01%
+2,264
1097
$240K ﹤0.01%
+2,796
1098
$238K ﹤0.01%
4,601
-4,670
1099
$237K ﹤0.01%
1,999
-3
1100
$237K ﹤0.01%
+7,621
42 43
44
45 46