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
1326
$329K ﹤0.01%
7,840
+180
1327
$328K ﹤0.01%
24,447
-2,137
1328
$327K ﹤0.01%
26,493
1329
$326K ﹤0.01%
28,189
-3,160
1330
$323K ﹤0.01%
4,498
-12
1331
$323K ﹤0.01%
+8,055
1332
$322K ﹤0.01%
1,813
-69
1333
$322K ﹤0.01%
15,277
+1,528
1334
$322K ﹤0.01%
9,182
+1,091
1335
$322K ﹤0.01%
+5,981
1336
$321K ﹤0.01%
17,685
1337
$320K ﹤0.01%
1,459
+467
1338
$319K ﹤0.01%
+6,212
1339
$318K ﹤0.01%
4,872
-1,903
1340
$317K ﹤0.01%
3,529
-452
1341
$316K ﹤0.01%
13,329
+262
1342
$315K ﹤0.01%
3,330
+89
1343
$314K ﹤0.01%
8,205
-5,008
1344
$314K ﹤0.01%
1,741
+74
1345
$313K ﹤0.01%
14,604
+1,734
1346
$313K ﹤0.01%
+3,344
1347
$313K ﹤0.01%
27,586
+375
1348
$313K ﹤0.01%
9,877
+56
1349
$312K ﹤0.01%
6,838
+585
1350
$312K ﹤0.01%
12,095
-691
52 53
54
55 56