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
1226
$35K ﹤0.01%
500
1227
$31K ﹤0.01%
738
1228
$31K ﹤0.01%
15,357
1229
$26K ﹤0.01%
+2,400
1230
$26K ﹤0.01%
1,102
1231
$20K ﹤0.01%
2,857
-1,714
1232
$19K ﹤0.01%
130
-170
1233
$15K ﹤0.01%
15,060
1234
$12K ﹤0.01%
1,000
1235
– –
0
1236
$8K ﹤0.01%
30,500
1237
$6K ﹤0.01%
1,000
1238
– –
-12,202
1239
– –
-21,500
1240
– –
-8,910
1241
– –
-36,600
1242
– –
-15,576
1243
– –
-9,172
1244
– –
-10,385
1245
– –
-6,572
1246
– –
-7,565
1247
– –
-1,070
1248
– –
-13,144
1249
– –
-7,042
1250
– –
-5,620
48 49
50
51 52