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
1451
$242K ﹤0.01%
25,551
+4,729
1452
$241K ﹤0.01%
9,253
-11,649
1453
$241K ﹤0.01%
+6,158
1454
$240K ﹤0.01%
5,048
-373
1455
$240K ﹤0.01%
7,998
-2,604
1456
$239K ﹤0.01%
+14,340
1457
$239K ﹤0.01%
1,988
+47
1458
$238K ﹤0.01%
+2,509
1459
$238K ﹤0.01%
10,817
-836
1460
$238K ﹤0.01%
955
+12
1461
$238K ﹤0.01%
+3,255
1462
$238K ﹤0.01%
+15,689
1463
$237K ﹤0.01%
+5,473
1464
$236K ﹤0.01%
5,078
-12
1465
$235K ﹤0.01%
5,418
-395
1466
$235K ﹤0.01%
9,039
-2,370
1467
$235K ﹤0.01%
15,850
+1,313
1468
$235K ﹤0.01%
6,590
-875
1469
$234K ﹤0.01%
8,968
+32
1470
$234K ﹤0.01%
+7,278
1471
$234K ﹤0.01%
+265
1472
$234K ﹤0.01%
+4,339
1473
$233K ﹤0.01%
3,511
-7
1474
$233K ﹤0.01%
18,834
+4,668
1475
$232K ﹤0.01%
9,550
57 58
59
60 61