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
$13.9B
AUM Growth
+$718M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,318
New
Increased
Reduced
Closed

Top Buys

1
+$35.8M
2
+$23.8M
3
+$21.2M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$18.1M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$16.4M

Top Sells

1
+$28.5M
2
+$20.5M
3
+$17M
4
OEF icon
iShares S&P 100 ETF
OEF
+$12.8M
5
C icon
Citigroup
C
+$11.1M

Sector Composition

1 Technology 11.84%
2 Financials 10.22%
3 Healthcare 10.13%
4 Industrials 6.92%
5 Communication Services 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$20.7M 0.15%
390,777
-6,402
152
$20.6M 0.15%
253,689
-979
153
$20.6M 0.15%
730,044
+147,058
154
$19.8M 0.14%
538,035
-75,722
155
$19.6M 0.14%
527,543
+19,636
156
$19.4M 0.14%
1,048,690
-23,450
157
$19.3M 0.14%
442,341
+12,911
158
$19.2M 0.14%
171,303
-205
159
$19.2M 0.14%
617,079
+186
160
$18.8M 0.14%
131,159
-3,373
161
$18.6M 0.13%
156,281
-4,084
162
$18.5M 0.13%
449,029
-43,225
163
$18.3M 0.13%
142,700
-11,397
164
$17.2M 0.12%
428,054
-116,592
165
$17.1M 0.12%
2,780,700
+2,599,100
166
$16.5M 0.12%
573,987
-326,873
167
$16.4M 0.12%
72,493
+2,279
168
$16.2M 0.12%
115,062
+8,064
169
$16M 0.12%
317,617
-19,307
170
$15.9M 0.11%
132,412
+58,184
171
$15.9M 0.11%
183,382
-152
172
$15.6M 0.11%
82,301
+808
173
$15.6M 0.11%
147,407
+136,156
174
$15.6M 0.11%
925,200
+2,759
175
$15.5M 0.11%
101,852
+2,523
5 6
7
8 9