JMPWA

JP Morgan Private Wealth Advisors Portfolio holdings

AUM $35B
1-Year Est. Return 24.26%
This Quarter Est. Return
1 Year Est. Return
+24.26%
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 8.37%
4 Consumer Discretionary 7.58%
5 Communication Services 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1601
– –
-9,542
1602
– –
-8,564
1603
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-5,821
1604
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-597,689
1605
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-3,770
1606
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-12,092
1607
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-22,232
1608
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-33,932
1609
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-20,000
1610
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-8,861
1611
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-10,358
1612
– –
-3,950
1613
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-3,356
1614
– –
-486
1615
– –
-20,305
1616
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-6,787
1617
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-30,508
1618
– –
-13,288
1619
– –
-106
1620
– –
-2,746
1621
– –
-7,785
1622
– –
-22,579
1623
– –
-31,684
1624
– –
-2,151
1625
– –
-8,392
63 64
65
66 67