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
1576
$46K ﹤0.01%
940
+140
1577
$45K ﹤0.01%
18,890
+12
1578
$41K ﹤0.01%
10,000
-45,000
1579
$40K ﹤0.01%
13,450
1580
$38K ﹤0.01%
10,000
1581
$33K ﹤0.01%
+86
1582
$30K ﹤0.01%
+2,500
1583
$28K ﹤0.01%
+10,068
1584
$27K ﹤0.01%
2,505
1585
$24K ﹤0.01%
10,666
1586
$24K ﹤0.01%
+10,000
1587
$19K ﹤0.01%
1,333
1588
$14K ﹤0.01%
732
1589
$12K ﹤0.01%
500
1590
$7K ﹤0.01%
333
1591
$7K ﹤0.01%
1,206
1592
$4K ﹤0.01%
10,510
1593
$3K ﹤0.01%
+14,500
1594
$3K ﹤0.01%
+14,500
1595
$1K ﹤0.01%
+15,000
1596
– –
-15,482
1597
– –
-503
1598
– –
-2,766
1599
– –
-8,950
1600
– –
-25,976
62 63
64
65 66