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
1076
$611K ﹤0.01%
+57,717
1077
$610K ﹤0.01%
25,085
-6,425
1078
$609K ﹤0.01%
6,660
-322
1079
$607K ﹤0.01%
46,928
+8,496
1080
$607K ﹤0.01%
7,227
+536
1081
$606K ﹤0.01%
26,009
-3,158
1082
$604K ﹤0.01%
21,926
+13,057
1083
$604K ﹤0.01%
14,995
+1,434
1084
$603K ﹤0.01%
1,690
+49
1085
$602K ﹤0.01%
53,696
-724
1086
$598K ﹤0.01%
16,457
-3,543
1087
$594K ﹤0.01%
17,711
+1,382
1088
$593K ﹤0.01%
50,323
1089
$586K ﹤0.01%
9,662
+7
1090
$583K ﹤0.01%
22,741
+968
1091
$581K ﹤0.01%
9,488
+339
1092
$581K ﹤0.01%
54,704
-2,622
1093
$580K ﹤0.01%
16,276
+1,447
1094
$579K ﹤0.01%
34,110
-5,272
1095
$575K ﹤0.01%
86,383
-53,686
1096
$575K ﹤0.01%
31,612
-2,256
1097
$572K ﹤0.01%
93,496
-3,552
1098
$572K ﹤0.01%
18,750
+2,571
1099
$570K ﹤0.01%
22,616
1100
$570K ﹤0.01%
109,950
-2,283
42 43
44
45 46