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
1176
$477K ﹤0.01%
21,587
+6,803
1177
$476K ﹤0.01%
39,502
+2,136
1178
$475K ﹤0.01%
22,794
+964
1179
$473K ﹤0.01%
27,477
-5,484
1180
$473K ﹤0.01%
5,270
-1,485
1181
$473K ﹤0.01%
118,006
+33,723
1182
$472K ﹤0.01%
37,763
+13,215
1183
$472K ﹤0.01%
+56,619
1184
$471K ﹤0.01%
2,776
+6
1185
$471K ﹤0.01%
25,883
-9,970
1186
$471K ﹤0.01%
10,333
+1,994
1187
$469K ﹤0.01%
13,990
-1,267
1188
$469K ﹤0.01%
12,223
-18,536
1189
$466K ﹤0.01%
3,793
+763
1190
$466K ﹤0.01%
3,708
+1,847
1191
$465K ﹤0.01%
5,429
-435
1192
$464K ﹤0.01%
30,178
-30
1193
$464K ﹤0.01%
+15,418
1194
$463K ﹤0.01%
6,963
+53
1195
$463K ﹤0.01%
6,689
-439
1196
$460K ﹤0.01%
4,591
-357
1197
$458K ﹤0.01%
10,338
-1,000
1198
$458K ﹤0.01%
5,973
1199
$454K ﹤0.01%
3,264
+196
1200
$452K ﹤0.01%
24,890
-1,055
46 47
48
49 50