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
1526
$194K ﹤0.01%
16,250
1527
$190K ﹤0.01%
10,544
+192
1528
$186K ﹤0.01%
12,976
1529
$183K ﹤0.01%
15,634
+2,667
1530
$181K ﹤0.01%
21,276
-1,000
1531
$180K ﹤0.01%
10,236
+187
1532
$174K ﹤0.01%
10,212
-3,380
1533
$173K ﹤0.01%
10,000
1534
$171K ﹤0.01%
+11,285
1535
$166K ﹤0.01%
14,829
+1,570
1536
$166K ﹤0.01%
11,960
-3,797
1537
$163K ﹤0.01%
12,242
+124
1538
$163K ﹤0.01%
18,365
1539
$161K ﹤0.01%
1,567
1540
$158K ﹤0.01%
23,042
+8,752
1541
$153K ﹤0.01%
34,242
+894
1542
$152K ﹤0.01%
10,831
-6,753
1543
$152K ﹤0.01%
+16,678
1544
$150K ﹤0.01%
26,803
+1,977
1545
$150K ﹤0.01%
12,281
+192
1546
$149K ﹤0.01%
41,593
1547
$146K ﹤0.01%
145,998
1548
$144K ﹤0.01%
32,108
-744
1549
$143K ﹤0.01%
15,000
1550
$143K ﹤0.01%
22,025
+547
60 61
62
63 64