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
$13.9B
AUM Growth
+$718M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,318
New
Increased
Reduced
Closed

Top Buys

1
+$35.8M
2
+$23.8M
3
+$21.2M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$18.1M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$16.4M

Top Sells

1
+$28.5M
2
+$20.5M
3
+$17M
4
OEF icon
iShares S&P 100 ETF
OEF
+$12.8M
5
C icon
Citigroup
C
+$11.1M

Sector Composition

1 Technology 11.84%
2 Financials 10.22%
3 Healthcare 10.13%
4 Industrials 6.92%
5 Communication Services 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$26.9M 0.19%
60,089
+3,724
127
$26.4M 0.19%
189,116
+151,649
128
$25M 0.18%
837,141
+63,810
129
$25M 0.18%
215,918
+10,103
130
$24.8M 0.18%
386,690
-546
131
$24.6M 0.18%
411,573
+22,404
132
$24.6M 0.18%
191,094
-2,035
133
$24.6M 0.18%
256,844
+248,622
134
$24.5M 0.18%
312,669
-83,344
135
$24.3M 0.17%
155,088
+2,312
136
$24.2M 0.17%
117,958
+14,318
137
$24.2M 0.17%
455,754
-15,073
138
$23.9M 0.17%
656,769
-17,964
139
$23.9M 0.17%
309,994
-20,622
140
$23.8M 0.17%
370,421
-62,583
141
$23.7M 0.17%
204,363
+1,125
142
$23.7M 0.17%
643,728
+203,624
143
$23.1M 0.17%
207,747
+18,666
144
$23M 0.17%
385,025
-57,817
145
$22.8M 0.16%
178,739
+6,603
146
$22.5M 0.16%
82
+3
147
$22.4M 0.16%
121,638
+5,928
148
$21.8M 0.16%
165,388
-23,105
149
$21.5M 0.15%
112,511
-26,577
150
$21M 0.15%
350,464
-108,272
4 5
6
7 8