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
1151
$203K ﹤0.01%
+4,009
1152
$203K ﹤0.01%
+9,262
1153
$203K ﹤0.01%
+3,866
1154
$202K ﹤0.01%
3,200
-1,544
1155
$202K ﹤0.01%
21,249
1156
$200K ﹤0.01%
5,553
+41
1157
$200K ﹤0.01%
+9,965
1158
$200K ﹤0.01%
+11,955
1159
$200K ﹤0.01%
13,474
1160
$198K ﹤0.01%
17,670
+227
1161
$196K ﹤0.01%
10,000
-2,000
1162
$193K ﹤0.01%
21,421
1163
$191K ﹤0.01%
12,308
+208
1164
$191K ﹤0.01%
13,846
-1,235
1165
$191K ﹤0.01%
4,881
-387
1166
$186K ﹤0.01%
+10,317
1167
$180K ﹤0.01%
+10,425
1168
$177K ﹤0.01%
10,885
1169
$175K ﹤0.01%
24,653
+2,821
1170
$167K ﹤0.01%
15,000
1171
$166K ﹤0.01%
12,494
+1,134
1172
$163K ﹤0.01%
11,421
+82
1173
$161K ﹤0.01%
16,594
+1,867
1174
$161K ﹤0.01%
18,487
-1,758
1175
$158K ﹤0.01%
15,974
+1,257
45 46
47
48 49