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
1301
$345K ﹤0.01%
+11,810
1302
$345K ﹤0.01%
6,107
+112
1303
$345K ﹤0.01%
+2,480
1304
$344K ﹤0.01%
15,000
1305
$343K ﹤0.01%
28,749
-5,049
1306
$341K ﹤0.01%
6,121
+177
1307
$340K ﹤0.01%
112,858
-2,385
1308
$340K ﹤0.01%
15,289
-1,412
1309
$338K ﹤0.01%
7,226
1310
$338K ﹤0.01%
+17,695
1311
$336K ﹤0.01%
28,785
+1,578
1312
$336K ﹤0.01%
1,735
+4
1313
$336K ﹤0.01%
2,080
1314
$334K ﹤0.01%
8,149
+218
1315
$333K ﹤0.01%
8,346
+3,165
1316
$333K ﹤0.01%
22,136
1317
$333K ﹤0.01%
29,612
-19,803
1318
$332K ﹤0.01%
32,797
-30,446
1319
$332K ﹤0.01%
3,845
+69
1320
$332K ﹤0.01%
2,054
-201
1321
$331K ﹤0.01%
3,819
+36
1322
$331K ﹤0.01%
11,370
+520
1323
$330K ﹤0.01%
9,469
-805
1324
$329K ﹤0.01%
4,310
-1,305
1325
$329K ﹤0.01%
8,166
-12,743
51 52
53
54 55