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
1201
$450K ﹤0.01%
5,089
-1,053
1202
$449K ﹤0.01%
24,599
-464
1203
$448K ﹤0.01%
7,800
-159
1204
$443K ﹤0.01%
14,013
-991
1205
$441K ﹤0.01%
5,335
-851
1206
$440K ﹤0.01%
19,735
+500
1207
$439K ﹤0.01%
48,498
+680
1208
$439K ﹤0.01%
15,122
-1,254
1209
$438K ﹤0.01%
13,824
-853
1210
$437K ﹤0.01%
6,881
-600
1211
$436K ﹤0.01%
27,290
-172
1212
$434K ﹤0.01%
5,627
+63
1213
$433K ﹤0.01%
48,160
-4,270
1214
$433K ﹤0.01%
6,530
+388
1215
$433K ﹤0.01%
18,099
-331
1216
$431K ﹤0.01%
18,960
+664
1217
$430K ﹤0.01%
18,034
+76
1218
$429K ﹤0.01%
4,909
+399
1219
$425K ﹤0.01%
8,111
+2,325
1220
$424K ﹤0.01%
19,705
-3,403
1221
$424K ﹤0.01%
+9,648
1222
$420K ﹤0.01%
81,240
-2,498
1223
$418K ﹤0.01%
52,565
-21,580
1224
$417K ﹤0.01%
41,450
1225
$416K ﹤0.01%
4,361
+151
47 48
49
50 51