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
1551
$138K ﹤0.01%
25,139
-1,747
1552
$134K ﹤0.01%
+12,270
1553
$132K ﹤0.01%
15,296
+125
1554
$131K ﹤0.01%
11,769
1555
$130K ﹤0.01%
73,064
+440
1556
$127K ﹤0.01%
12,112
-930
1557
$126K ﹤0.01%
32,204
+12,201
1558
$116K ﹤0.01%
20,676
-2,035
1559
$105K ﹤0.01%
12,962
+536
1560
$103K ﹤0.01%
21,064
-56
1561
$102K ﹤0.01%
11,977
+127
1562
$94K ﹤0.01%
10,447
-6,334
1563
$94K ﹤0.01%
22,989
-10,424
1564
$90K ﹤0.01%
30,000
+15,200
1565
$89K ﹤0.01%
4,375
1566
$87K ﹤0.01%
14,500
-4,042
1567
$85K ﹤0.01%
31,116
+685
1568
$79K ﹤0.01%
10,500
1569
$73K ﹤0.01%
12,843
-547
1570
$65K ﹤0.01%
+21,504
1571
$61K ﹤0.01%
10,535
+10
1572
$55K ﹤0.01%
21,767
-826
1573
$53K ﹤0.01%
20,807
1574
$52K ﹤0.01%
6,214
-1,633
1575
$47K ﹤0.01%
803
-47
61 62
63
64 65