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
1426
$250K ﹤0.01%
4,151
+198
1427
$250K ﹤0.01%
11,228
-880
1428
$250K ﹤0.01%
11,673
+1,018
1429
$249K ﹤0.01%
3,666
-204
1430
$248K ﹤0.01%
2,886
+180
1431
$248K ﹤0.01%
14,260
-28,320
1432
$248K ﹤0.01%
+1,542
1433
$248K ﹤0.01%
+4,574
1434
$247K ﹤0.01%
+5,850
1435
$247K ﹤0.01%
+9,224
1436
$247K ﹤0.01%
6,722
+497
1437
$247K ﹤0.01%
1,949
-132
1438
$247K ﹤0.01%
1,252
-57
1439
$246K ﹤0.01%
17,000
1440
$246K ﹤0.01%
7,225
+1,124
1441
$246K ﹤0.01%
6,468
-2,958
1442
$245K ﹤0.01%
14,820
1443
$245K ﹤0.01%
5,015
1444
$244K ﹤0.01%
2,258
+35
1445
$244K ﹤0.01%
7,213
1446
$243K ﹤0.01%
+1,778
1447
$242K ﹤0.01%
2,301
+52
1448
$242K ﹤0.01%
+25,500
1449
$242K ﹤0.01%
7,428
+978
1450
$242K ﹤0.01%
+7,434
56 57
58
59 60