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
201
$22.1M 0.09%
739,065
-34,912
202
$21.9M 0.09%
697,578
-35,377
203
$21.8M 0.09%
602,218
+8,016
204
$21.8M 0.08%
439,189
-14,066
205
$21.5M 0.08%
209,910
+20,950
206
$21.2M 0.08%
691,110
+111,345
207
$21.2M 0.08%
725,621
+255,276
208
$21.1M 0.08%
143,446
+4,387
209
$21M 0.08%
549,996
+46,341
210
$20.9M 0.08%
385,786
+92,334
211
$20.9M 0.08%
1,321,161
-48,171
212
$20.8M 0.08%
74,964
+2,452
213
$20.7M 0.08%
54,058
+45,106
214
$20.6M 0.08%
236,685
-71,750
215
$20.4M 0.08%
108,528
+58,110
216
$20M 0.08%
112,445
+77,648
217
$19.8M 0.08%
249,694
+53,543
218
$19.7M 0.08%
645,769
-169,007
219
$19.6M 0.08%
307,118
+34,260
220
$19.6M 0.08%
752,964
+311,889
221
$19.5M 0.08%
644,758
+147,669
222
$19.2M 0.07%
298,830
+2,263
223
$18.9M 0.07%
269,457
-25,169
224
$18.5M 0.07%
378,712
+32,668
225
$18.5M 0.07%
285,967
+39,197
7 8
9
10 11