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
1101
$570K ﹤0.01%
38,644
+6,707
1102
$569K ﹤0.01%
5,114
+1,327
1103
$569K ﹤0.01%
44,990
+852
1104
$561K ﹤0.01%
+10,270
1105
$559K ﹤0.01%
11,281
-278
1106
$559K ﹤0.01%
+9,665
1107
$558K ﹤0.01%
15,636
+1,241
1108
$557K ﹤0.01%
22,222
+2,686
1109
$555K ﹤0.01%
19,873
+37
1110
$552K ﹤0.01%
9,628
+234
1111
$551K ﹤0.01%
3,589
-292
1112
$550K ﹤0.01%
53,304
-75,619
1113
$549K ﹤0.01%
7,283
-4,384
1114
$547K ﹤0.01%
59,602
+3,601
1115
$547K ﹤0.01%
5,588
+608
1116
$543K ﹤0.01%
48,399
+260
1117
$543K ﹤0.01%
5,185
+49
1118
$543K ﹤0.01%
11,974
-8
1119
$540K ﹤0.01%
15,462
-4,365
1120
$539K ﹤0.01%
22,880
+3,940
1121
$535K ﹤0.01%
14,998
+5,816
1122
$532K ﹤0.01%
8,567
-406
1123
$531K ﹤0.01%
20,705
-1,008
1124
$530K ﹤0.01%
56,612
-13,231
1125
$528K ﹤0.01%
16,034
+138
43 44
45
46 47