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
1401
$271K ﹤0.01%
10,530
+549
1402
$269K ﹤0.01%
10,893
-2,776
1403
$269K ﹤0.01%
9,193
+764
1404
$268K ﹤0.01%
1,259
-76
1405
$267K ﹤0.01%
66,928
-7,367
1406
$267K ﹤0.01%
5,983
-1,144
1407
$266K ﹤0.01%
26,134
-1,208
1408
$266K ﹤0.01%
11,558
-829
1409
$265K ﹤0.01%
11,320
-1,155
1410
$265K ﹤0.01%
2,045
+9
1411
$265K ﹤0.01%
+14,553
1412
$264K ﹤0.01%
6,375
+91
1413
$264K ﹤0.01%
8,200
-1,057
1414
$264K ﹤0.01%
117,444
-5,632
1415
$263K ﹤0.01%
5,682
-11,679
1416
$262K ﹤0.01%
12,072
-1,298
1417
$262K ﹤0.01%
9,049
+206
1418
$262K ﹤0.01%
+5,072
1419
$261K ﹤0.01%
+4,670
1420
$261K ﹤0.01%
22,206
-818
1421
$259K ﹤0.01%
12,448
-2,990
1422
$257K ﹤0.01%
15,764
+367
1423
$256K ﹤0.01%
8,611
-2,103
1424
$255K ﹤0.01%
+2,919
1425
$252K ﹤0.01%
10,196
+999
55 56
57
58 59