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
126
$46.2M 0.18%
804,989
+17,863
127
$46.2M 0.18%
128,126
+15,835
128
$43.8M 0.17%
90,310
+19,035
129
$43.7M 0.17%
261,481
+99,795
130
$42.7M 0.17%
705,318
+42,672
131
$42.2M 0.16%
1,157,109
-20,963
132
$42.1M 0.16%
600,052
+27,898
133
$41.6M 0.16%
513,437
+124,710
134
$41.5M 0.16%
269,830
+101,010
135
$40.8M 0.16%
368,699
+72,987
136
$40.8M 0.16%
946,086
+34,093
137
$40.5M 0.16%
787,468
+4,536
138
$40M 0.16%
70,971
+3,377
139
$39.2M 0.15%
377,932
+76,424
140
$39.2M 0.15%
182,030
+71,103
141
$39M 0.15%
355,010
+16,221
142
$38.7M 0.15%
695,986
+1,967
143
$38.6M 0.15%
166,879
-819
144
$38.5M 0.15%
1,599,559
-40,280
145
$38M 0.15%
254,563
+32,742
146
$37.9M 0.15%
279,852
+11,293
147
$37.6M 0.15%
397,170
+33,504
148
$37.4M 0.15%
159,279
-1,634
149
$37.2M 0.14%
419,537
+10,126
150
$36.7M 0.14%
157,866
+49,062
4 5
6
7 8