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
201
$11.8M 0.08%
354,123
+34,350
202
$11.7M 0.08%
108,816
+3,591
203
$11.7M 0.08%
78,869
+4,190
204
$11.5M 0.08%
179,655
+8,863
205
$11.4M 0.08%
66,097
+4,529
206
$11.3M 0.08%
147,605
+1,766
207
$11.3M 0.08%
73,770
+4,183
208
$11.3M 0.08%
90,860
+21,435
209
$11.1M 0.08%
106,800
+3,279
210
$11.1M 0.08%
188,244
+4,845
211
$11.1M 0.08%
220,434
+12,883
212
$10.9M 0.08%
184,414
-2,338
213
$10.8M 0.08%
214,585
+40,170
214
$10.8M 0.08%
76,125
+13,507
215
$10.8M 0.08%
232,086
+12,116
216
$10.6M 0.08%
261,561
+31,363
217
$10.6M 0.08%
888,037
-174,768
218
$10.4M 0.08%
109,282
-20
219
$10.4M 0.07%
215,189
+25,549
220
$10.2M 0.07%
235,078
+8,962
221
$10.2M 0.07%
2,273,800
-60,440
222
$10.1M 0.07%
142,538
+3,111
223
$10.1M 0.07%
225,394
-3,331
224
$10.1M 0.07%
154,514
+4,339
225
$10M 0.07%
183,406
+35,553
7 8
9
10 11