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
1201
$88K ﹤0.01%
2,500
1202
$87K ﹤0.01%
1,542
+84
1203
$87K ﹤0.01%
12,525
+500
1204
$87K ﹤0.01%
11,357
+100
1205
$86K ﹤0.01%
27,908
1206
$83K ﹤0.01%
11,216
-775
1207
$83K ﹤0.01%
+31
1208
$73K ﹤0.01%
2,000
1209
$72K ﹤0.01%
133,750
1210
$67K ﹤0.01%
15,439
1211
$66K ﹤0.01%
10,000
1212
$59K ﹤0.01%
27,000
1213
$58K ﹤0.01%
+20,000
1214
$56K ﹤0.01%
26,000
1215
$51K ﹤0.01%
+20,012
1216
$50K ﹤0.01%
2,545
-200
1217
$46K ﹤0.01%
3,675
1218
$45K ﹤0.01%
12,002
1219
$43K ﹤0.01%
1,236
-480
1220
$43K ﹤0.01%
833
1221
$40K ﹤0.01%
+600
1222
$39K ﹤0.01%
500
1223
$38K ﹤0.01%
222
1224
$38K ﹤0.01%
+17,250
1225
$37K ﹤0.01%
5,386
+1,806
47 48
49
50 51