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
151
$36.1M 0.14%
318,627
-639
152
$35.8M 0.14%
441,761
+3,285
153
$35.6M 0.14%
46,803
+3,182
154
$35.4M 0.14%
167,744
+60
155
$35M 0.14%
215,087
+88,619
156
$34.5M 0.13%
526,556
+12,714
157
$34.4M 0.13%
270,686
+33,421
158
$34.3M 0.13%
159,662
+13,068
159
$34.3M 0.13%
336,231
+132,350
160
$33.9M 0.13%
435,885
-2,180
161
$32.5M 0.13%
401,294
+29,877
162
$32M 0.12%
223,971
+23,346
163
$32M 0.12%
783,492
+68,922
164
$31.6M 0.12%
1,606,537
+728,575
165
$31.4M 0.12%
317,084
-205
166
$31M 0.12%
377,528
+341,696
167
$30.6M 0.12%
301,587
-693
168
$30.5M 0.12%
237,874
+13,959
169
$29.9M 0.12%
557,988
-17,008
170
$29.8M 0.12%
141,901
-2,198
171
$29.7M 0.12%
124,915
+27,041
172
$29.6M 0.12%
463,834
+43,255
173
$29.5M 0.11%
178,218
-48,172
174
$29M 0.11%
309,310
+34,313
175
$28.9M 0.11%
486,568
+32,432
5 6
7
8 9