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
1101
$236K ﹤0.01%
8,086
1102
$236K ﹤0.01%
9,482
+988
1103
$235K ﹤0.01%
9,906
-846
1104
$234K ﹤0.01%
+11,376
1105
$233K ﹤0.01%
4,608
-466
1106
$231K ﹤0.01%
2,958
1107
$231K ﹤0.01%
1,872
-932
1108
$230K ﹤0.01%
3,140
-29
1109
$229K ﹤0.01%
+16,722
1110
$229K ﹤0.01%
+10,693
1111
$228K ﹤0.01%
3,964
-295
1112
$228K ﹤0.01%
3,884
+267
1113
$228K ﹤0.01%
+10,259
1114
$227K ﹤0.01%
5,954
+404
1115
$227K ﹤0.01%
2,058
-8,479
1116
$226K ﹤0.01%
3,352
+100
1117
$226K ﹤0.01%
3,752
1118
$225K ﹤0.01%
3,226
-149
1119
$225K ﹤0.01%
5,546
+189
1120
$225K ﹤0.01%
3,431
1121
$225K ﹤0.01%
+3,252
1122
$224K ﹤0.01%
3,818
1123
$224K ﹤0.01%
+8,138
1124
$222K ﹤0.01%
12,003
+350
1125
$222K ﹤0.01%
4,489
+16
43 44
45
46 47