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
1476
$232K ﹤0.01%
+1,292
1477
$229K ﹤0.01%
21,421
+750
1478
$228K ﹤0.01%
7,806
-408
1479
$228K ﹤0.01%
+3,729
1480
$227K ﹤0.01%
15,376
+90
1481
$226K ﹤0.01%
+13,569
1482
$224K ﹤0.01%
9,334
-1,927
1483
$224K ﹤0.01%
10,881
-3,028
1484
$224K ﹤0.01%
+1,454
1485
$223K ﹤0.01%
+4,306
1486
$222K ﹤0.01%
+5,591
1487
$221K ﹤0.01%
2,413
-507
1488
$221K ﹤0.01%
+2,319
1489
$220K ﹤0.01%
24,163
+2,710
1490
$220K ﹤0.01%
8,616
1491
$219K ﹤0.01%
+3,044
1492
$219K ﹤0.01%
1,560
+100
1493
$218K ﹤0.01%
+3,588
1494
$217K ﹤0.01%
13,338
+1,502
1495
$217K ﹤0.01%
+910
1496
$216K ﹤0.01%
3,451
+200
1497
$216K ﹤0.01%
19,421
+793
1498
$216K ﹤0.01%
6,293
-2,565
1499
$215K ﹤0.01%
+9,805
1500
$214K ﹤0.01%
3,354
-1,287
58 59
60
61 62