JMPWA

JP Morgan Private Wealth Advisors Portfolio holdings

AUM $35B
1-Year Est. Return 24.26%
This Quarter Est. Return
1 Year Est. Return
+24.26%
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
1276
– –
-4,615
1277
– –
-69,545
1278
– –
-65,523
1279
– –
-22,158
1280
– –
-21,873
1281
– –
-8,910
1282
– –
-21,500
1283
– –
-12,521
1284
– –
-7,470
1285
– –
-336,320
1286
– –
-1,160
1287
– –
-9,597
1288
– –
-5,359
1289
– –
-6,711
1290
– –
-6,604
1291
– –
-2,010
1292
– –
-33,990
1293
– –
-216,800
1294
– –
-5,253
1295
– –
-5,400
1296
– –
-148,500
1297
– –
-10,956
1298
– –
-14,102
1299
– –
-9,172
1300
– –
-10,385
49 50 51
52
53