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
1226
$416K ﹤0.01%
30,421
-1,355
1227
$416K ﹤0.01%
29,273
-1,782
1228
$415K ﹤0.01%
23,928
-237
1229
$415K ﹤0.01%
2,269
+36
1230
$415K ﹤0.01%
21,091
+1,638
1231
$414K ﹤0.01%
+15,268
1232
$413K ﹤0.01%
11,960
+366
1233
$413K ﹤0.01%
9,317
-3,562
1234
$412K ﹤0.01%
38,901
-7,140
1235
$411K ﹤0.01%
3,651
-400
1236
$409K ﹤0.01%
39,576
-4,845
1237
$409K ﹤0.01%
3,016
+808
1238
$409K ﹤0.01%
33,341
-10,953
1239
$405K ﹤0.01%
28,724
+816
1240
$403K ﹤0.01%
+3,639
1241
$401K ﹤0.01%
168,644
-2,775
1242
$395K ﹤0.01%
12,859
-2,903
1243
$395K ﹤0.01%
12,070
+1,298
1244
$395K ﹤0.01%
3,130
-413
1245
$395K ﹤0.01%
11,064
+268
1246
$394K ﹤0.01%
8,065
+3,106
1247
$394K ﹤0.01%
9,562
+1,126
1248
$394K ﹤0.01%
4,977
-198
1249
$392K ﹤0.01%
4,952
-972
1250
$392K ﹤0.01%
2,191
-14
48 49
50
51 52