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
101
$62.6M 0.24%
467,042
+7,894
102
$61.7M 0.24%
350,047
+120,799
103
$61.5M 0.24%
197,509
+16,603
104
$60.9M 0.24%
735,155
+138,252
105
$58.8M 0.23%
249,200
+23,095
106
$58.3M 0.23%
256,835
-2,579
107
$58M 0.23%
536,923
+94,441
108
$57.8M 0.23%
990,283
-12,177
109
$57.5M 0.22%
274,166
+24,339
110
$56.9M 0.22%
697,744
-11,858
111
$56.7M 0.22%
940,405
+247,968
112
$55.5M 0.22%
163,772
-5,453
113
$53.1M 0.21%
666,207
-8,674
114
$52.6M 0.21%
498,849
+12,045
115
$51.1M 0.2%
173,858
+22,018
116
$50.4M 0.2%
1,042,991
+50,349
117
$49.6M 0.19%
830,103
-40,825
118
$49.5M 0.19%
297,028
+416
119
$49.3M 0.19%
1,376,472
-54,845
120
$49.1M 0.19%
194,543
+17,025
121
$48.5M 0.19%
327,900
+10,853
122
$48.3M 0.19%
776,257
+79,846
123
$47.4M 0.18%
825,399
+17,169
124
$46.4M 0.18%
140,821
+67,580
125
$46.3M 0.18%
1,681,710
-2,199,637
3 4
5
6 7