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
176
$15M 0.11%
66,860
177
$14.9M 0.11%
82,249
+2,317
178
$14.7M 0.11%
46,859
+2,215
179
$14.6M 0.1%
177,120
-7,544
180
$14.3M 0.1%
185,077
-3,633
181
$14.3M 0.1%
257,087
+3,302
182
$14M 0.1%
183,946
+3,124
183
$14M 0.1%
276,256
+624
184
$13.7M 0.1%
86,409
+2,833
185
$13.7M 0.1%
150,639
+6,714
186
$13.4M 0.1%
146,050
+8,750
187
$13.3M 0.1%
225,513
-11,794
188
$13M 0.09%
105,052
+19,159
189
$13M 0.09%
675,292
-29,662
190
$12.8M 0.09%
1,084,210
-91,451
191
$12.7M 0.09%
116,608
-2,971
192
$12.7M 0.09%
177,792
+27,295
193
$12.7M 0.09%
140,634
+14,547
194
$12.6M 0.09%
105,294
+9,158
195
$12.6M 0.09%
1,873,858
-409,243
196
$12.3M 0.09%
281,170
-1,334
197
$12.3M 0.09%
126,724
+13,226
198
$12.3M 0.09%
147,512
+1,516
199
$12M 0.09%
117,364
+39,980
200
$12M 0.09%
163,239
+4,181
6 7
8
9 10