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
1251
$392K ﹤0.01%
4,156
-3,489
1252
$390K ﹤0.01%
1,432
+18
1253
$390K ﹤0.01%
14,452
+1,165
1254
$387K ﹤0.01%
17,638
-102
1255
$386K ﹤0.01%
11,655
-903
1256
$386K ﹤0.01%
7,100
-460
1257
$385K ﹤0.01%
9,812
1258
$385K ﹤0.01%
2,023
+26
1259
$384K ﹤0.01%
8,003
-8,156
1260
$383K ﹤0.01%
5,729
-1,062
1261
$382K ﹤0.01%
7,008
-2,145
1262
$382K ﹤0.01%
4,975
+408
1263
$381K ﹤0.01%
34,511
+6,607
1264
$381K ﹤0.01%
+1,362
1265
$380K ﹤0.01%
2,974
-228
1266
$380K ﹤0.01%
4,594
-18,790
1267
$379K ﹤0.01%
35,850
+8,350
1268
$377K ﹤0.01%
1,839
+317
1269
$376K ﹤0.01%
5,828
-3,240
1270
$375K ﹤0.01%
7,288
+1,083
1271
$375K ﹤0.01%
15,459
-580
1272
$374K ﹤0.01%
6,750
-250
1273
$374K ﹤0.01%
21,946
+16
1274
$373K ﹤0.01%
33,311
+575
1275
$372K ﹤0.01%
15,254
-80
49 50
51
52 53