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
1501
$214K ﹤0.01%
+2,003
1502
$213K ﹤0.01%
4,520
+235
1503
$212K ﹤0.01%
23,613
1504
$211K ﹤0.01%
+7,951
1505
$211K ﹤0.01%
6,078
-2,735
1506
$210K ﹤0.01%
22,449
-4,718
1507
$209K ﹤0.01%
54,875
1508
$209K ﹤0.01%
2,726
-625
1509
$208K ﹤0.01%
4,224
-2,960
1510
$208K ﹤0.01%
5,509
1511
$208K ﹤0.01%
8,169
-501
1512
$207K ﹤0.01%
9,678
-1,137
1513
$205K ﹤0.01%
+5,391
1514
$205K ﹤0.01%
+5,607
1515
$204K ﹤0.01%
+7,335
1516
$203K ﹤0.01%
+2,718
1517
$203K ﹤0.01%
+7,219
1518
$203K ﹤0.01%
3,294
+34
1519
$203K ﹤0.01%
8,189
-12,795
1520
$202K ﹤0.01%
7,298
-37
1521
$202K ﹤0.01%
+1,625
1522
$201K ﹤0.01%
+4,500
1523
$201K ﹤0.01%
+1,475
1524
$195K ﹤0.01%
20,000
1525
$194K ﹤0.01%
31,797
59 60
61
62 63