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
1351
$311K ﹤0.01%
28,436
+823
1352
$310K ﹤0.01%
16,893
-1,468
1353
$310K ﹤0.01%
8,129
-56
1354
$307K ﹤0.01%
3,003
+88
1355
$306K ﹤0.01%
1,579
-181
1356
$306K ﹤0.01%
12,483
+970
1357
$306K ﹤0.01%
+6,227
1358
$305K ﹤0.01%
3,114
-140
1359
$305K ﹤0.01%
5,309
+794
1360
$304K ﹤0.01%
1,661
-712
1361
$304K ﹤0.01%
7,488
-345
1362
$303K ﹤0.01%
6,795
+150
1363
$299K ﹤0.01%
64,000
1364
$299K ﹤0.01%
+9,757
1365
$299K ﹤0.01%
2,697
-139
1366
$298K ﹤0.01%
4,759
+109
1367
$297K ﹤0.01%
5,826
-19
1368
$297K ﹤0.01%
26,271
-1,275
1369
$296K ﹤0.01%
14,501
-1,508
1370
$296K ﹤0.01%
+17,043
1371
$295K ﹤0.01%
3,987
-244
1372
$293K ﹤0.01%
2,556
-344
1373
$292K ﹤0.01%
11,400
+1,400
1374
$291K ﹤0.01%
3,341
+219
1375
$291K ﹤0.01%
21,800
+9,508
53 54
55
56 57