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
1376
$289K ﹤0.01%
6,996
1377
$289K ﹤0.01%
714
-18
1378
$289K ﹤0.01%
4,616
1379
$289K ﹤0.01%
5,221
-2,139
1380
$288K ﹤0.01%
1,782
-4,750
1381
$288K ﹤0.01%
30,820
-2,864
1382
$288K ﹤0.01%
17,106
+3
1383
$287K ﹤0.01%
7,037
-580
1384
$285K ﹤0.01%
8,740
+850
1385
$283K ﹤0.01%
+3,101
1386
$283K ﹤0.01%
3,629
-137
1387
$282K ﹤0.01%
6,994
+1,569
1388
$282K ﹤0.01%
2,888
-9,538
1389
$282K ﹤0.01%
8,618
-85
1390
$281K ﹤0.01%
+20,670
1391
$279K ﹤0.01%
9,252
+1,202
1392
$278K ﹤0.01%
29,563
+11,293
1393
$277K ﹤0.01%
5,239
-211
1394
$277K ﹤0.01%
16,325
-5,415
1395
$276K ﹤0.01%
7,208
+725
1396
$276K ﹤0.01%
26,017
+6,087
1397
$275K ﹤0.01%
30,745
+8,023
1398
$273K ﹤0.01%
5,487
1399
$273K ﹤0.01%
9,957
-93
1400
$273K ﹤0.01%
15,592
-912
54 55
56
57 58