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
1276
$370K ﹤0.01%
15,173
-800
1277
$370K ﹤0.01%
4,512
-31
1278
$368K ﹤0.01%
12,906
-1,087
1279
$367K ﹤0.01%
19,218
-820
1280
$367K ﹤0.01%
2,349
1281
$366K ﹤0.01%
2,676
+18
1282
$364K ﹤0.01%
4,005
-80
1283
$363K ﹤0.01%
9,350
+46
1284
$362K ﹤0.01%
6,487
+300
1285
$362K ﹤0.01%
3,705
+1,215
1286
$360K ﹤0.01%
306
-93
1287
$359K ﹤0.01%
+5,575
1288
$357K ﹤0.01%
41,267
+746
1289
$356K ﹤0.01%
5,757
-2,234
1290
$356K ﹤0.01%
19,874
-375
1291
$355K ﹤0.01%
1,671
+34
1292
$354K ﹤0.01%
15,560
+135
1293
$354K ﹤0.01%
7,895
-871
1294
$353K ﹤0.01%
2,247
+144
1295
$352K ﹤0.01%
11,862
-1,005
1296
$352K ﹤0.01%
28,834
-770
1297
$351K ﹤0.01%
6,935
1298
$347K ﹤0.01%
6,026
+551
1299
$346K ﹤0.01%
5,516
1300
$346K ﹤0.01%
3,552
+618
50 51
52
53 54