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
1126
$220K ﹤0.01%
+2,369
1127
$220K ﹤0.01%
+4,000
1128
$218K ﹤0.01%
+2,699
1129
$218K ﹤0.01%
+20,841
1130
$218K ﹤0.01%
+5,233
1131
$217K ﹤0.01%
+1,832
1132
$214K ﹤0.01%
41,735
1133
$214K ﹤0.01%
9,383
+306
1134
$210K ﹤0.01%
+6,482
1135
$209K ﹤0.01%
6,083
-154
1136
$209K ﹤0.01%
27,930
-8,260
1137
$208K ﹤0.01%
6,188
-10
1138
$208K ﹤0.01%
+2,207
1139
$208K ﹤0.01%
7,390
-410
1140
$208K ﹤0.01%
4,816
-310
1141
$208K ﹤0.01%
11,443
1142
$207K ﹤0.01%
37,382
+6,629
1143
$207K ﹤0.01%
8,395
1144
$206K ﹤0.01%
+9,805
1145
$206K ﹤0.01%
+7,007
1146
$206K ﹤0.01%
+2,976
1147
$206K ﹤0.01%
+12,284
1148
$205K ﹤0.01%
+3,425
1149
$204K ﹤0.01%
3,025
+240
1150
$204K ﹤0.01%
+4,013
44 45
46
47 48