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
1151
$501K ﹤0.01%
2,211
+608
1152
$499K ﹤0.01%
+90,000
1153
$498K ﹤0.01%
82,116
-1,546
1154
$498K ﹤0.01%
6,316
+108
1155
$497K ﹤0.01%
14,885
+406
1156
$497K ﹤0.01%
3,929
+207
1157
$496K ﹤0.01%
4,089
1158
$495K ﹤0.01%
15,439
-139
1159
$495K ﹤0.01%
26,574
-1,269
1160
$494K ﹤0.01%
19,648
-3,950
1161
$493K ﹤0.01%
+10,406
1162
$492K ﹤0.01%
15,184
-1,401
1163
$491K ﹤0.01%
5,010
+301
1164
$491K ﹤0.01%
11,253
-1,109
1165
$489K ﹤0.01%
12,307
-125
1166
$488K ﹤0.01%
9,816
-80
1167
$485K ﹤0.01%
14,698
-1,039
1168
$485K ﹤0.01%
56,685
-2,524
1169
$484K ﹤0.01%
+39,216
1170
$484K ﹤0.01%
11,480
-8,385
1171
$483K ﹤0.01%
1,256
+395
1172
$482K ﹤0.01%
60,200
+32,316
1173
$482K ﹤0.01%
5,806
+2,651
1174
$479K ﹤0.01%
49,823
-2,241
1175
$479K ﹤0.01%
5,168
+1,076
45 46
47
48 49