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
1176
$156K ﹤0.01%
10,272
1177
$149K ﹤0.01%
21,850
-3,500
1178
$149K ﹤0.01%
19,416
+67
1179
$148K ﹤0.01%
257
+33
1180
$147K ﹤0.01%
20,385
1181
$144K ﹤0.01%
15,122
-2,702
1182
$142K ﹤0.01%
19,277
+3,678
1183
$138K ﹤0.01%
10,124
-5,863
1184
$137K ﹤0.01%
60,000
1185
$134K ﹤0.01%
3,942
1186
$133K ﹤0.01%
5,237
1187
$122K ﹤0.01%
10,378
1188
$119K ﹤0.01%
11,065
+475
1189
$118K ﹤0.01%
15,544
1190
$114K ﹤0.01%
12,903
-82
1191
$111K ﹤0.01%
36,950
-17,600
1192
$100K ﹤0.01%
12,371
-4,227
1193
$97K ﹤0.01%
+1,126
1194
$96K ﹤0.01%
28,055
-28,054
1195
$95K ﹤0.01%
12,000
1196
$91K ﹤0.01%
+20,000
1197
$91K ﹤0.01%
2,654
-157
1198
$91K ﹤0.01%
25,006
1199
$90K ﹤0.01%
14,726
1200
$90K ﹤0.01%
14,900
46 47
48
49 50