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
101
$35.6M 0.26%
1,367,238
-66,063
102
$35.6M 0.26%
792,468
+27,742
103
$35.4M 0.25%
408,745
+29,852
104
$34.9M 0.25%
216,932
+10,216
105
$34.9M 0.25%
774,860
+145,016
106
$34.8M 0.25%
950,048
+67,892
107
$34M 0.24%
655,482
+47,856
108
$32.8M 0.24%
680,393
+87,846
109
$32.7M 0.24%
172,966
-48
110
$32.6M 0.23%
1,260,277
+320,383
111
$30.9M 0.22%
416,836
+10,809
112
$30.6M 0.22%
289,452
-10,336
113
$30.2M 0.22%
306,839
+22,368
114
$30.1M 0.22%
370,861
+25,262
115
$29.9M 0.22%
654,780
-80,637
116
$28.7M 0.21%
450,724
+133,778
117
$28.5M 0.21%
339,320
+63,466
118
$28.4M 0.2%
213,954
+3,131
119
$28.2M 0.2%
478,190
-42,107
120
$28.2M 0.2%
151,104
+2,307
121
$28.2M 0.2%
344,908
+6,208
122
$27.3M 0.2%
1,424,116
-65,872
123
$27.3M 0.2%
224,043
+16,415
124
$27.2M 0.2%
372,750
+8,274
125
$26.9M 0.19%
424,032
+14,772
3 4
5
6 7