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
176
$28.8M 0.11%
80,694
+37,844
177
$28.8M 0.11%
57,561
+19,601
178
$28.4M 0.11%
393,231
-7,618
179
$28.2M 0.11%
2,283,250
+49,653
180
$27.4M 0.11%
459,032
+28,660
181
$27.2M 0.11%
352,600
-257
182
$26.7M 0.1%
595,954
+317,479
183
$26.1M 0.1%
163,084
+57
184
$25.9M 0.1%
327,754
+91,317
185
$25.9M 0.1%
229,892
+145,996
186
$25.8M 0.1%
128,565
+24,088
187
$25.5M 0.1%
437,601
+78,109
188
$25.1M 0.1%
757,700
-51,430
189
$25M 0.1%
787,167
+298,152
190
$24.9M 0.1%
353,312
-54,207
191
$24.9M 0.1%
393,793
-53,693
192
$24.9M 0.1%
83,464
-964
193
$24.9M 0.1%
331,510
-17,754
194
$24M 0.09%
105,795
-33
195
$23.2M 0.09%
942,262
+408,230
196
$23.2M 0.09%
707,962
+17,198
197
$22.9M 0.09%
192,240
+71,122
198
$22.6M 0.09%
108,624
+8,534
199
$22.6M 0.09%
793,445
-43,900
200
$22.2M 0.09%
420,022
+61,248
6 7
8
9 10