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
1126
$526K ﹤0.01%
81,089
-4,498
1127
$524K ﹤0.01%
8,835
+278
1128
$522K ﹤0.01%
24,493
-1,711
1129
$522K ﹤0.01%
8,277
-208
1130
$521K ﹤0.01%
+5,099
1131
$520K ﹤0.01%
12,512
+476
1132
$518K ﹤0.01%
21,140
1133
$518K ﹤0.01%
12,604
1134
$517K ﹤0.01%
5,938
+1,227
1135
$515K ﹤0.01%
9,229
+674
1136
$515K ﹤0.01%
9,550
1137
$515K ﹤0.01%
9,889
-1,328
1138
$513K ﹤0.01%
+75,388
1139
$512K ﹤0.01%
10,021
-606
1140
$510K ﹤0.01%
8,312
-427
1141
$509K ﹤0.01%
49,245
-972
1142
$509K ﹤0.01%
8,224
+3,388
1143
$507K ﹤0.01%
15,598
+2,200
1144
$505K ﹤0.01%
7,721
-5
1145
$505K ﹤0.01%
21,324
-507
1146
$504K ﹤0.01%
+15,604
1147
$504K ﹤0.01%
9,725
+89
1148
$504K ﹤0.01%
10,098
+2,192
1149
$504K ﹤0.01%
8,261
+202
1150
$503K ﹤0.01%
+29,756
44 45
46
47 48