JPMPWA

J.P. 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
$12.9B
AUM Growth
+$1.41B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,404
New
Increased
Reduced
Closed

Top Buys

1 +$156M
2 +$55.4M
3 +$49.8M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$48.3M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$44.7M

Top Sells

1 +$157M
2 +$64.5M
3 +$50.9M
4
IEV icon
iShares Europe ETF
IEV
+$30M
5
IBB icon
iShares Biotechnology ETF
IBB
+$13.6M

Sector Composition

1 Technology 12.17%
2 Financials 10.56%
3 Healthcare 9.95%
4 Industrials 7.36%
5 Consumer Staples 5.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$828M 6.41%
3,510,769
+662,100
2
$341M 2.64%
9,492,064
-372,932
3
$270M 2.09%
1,247,620
-61,405
4
$238M 1.84%
1,811,489
-25,389
5
$215M 1.67%
1,566,383
-369,917
6
$203M 1.57%
2,257,944
+536,817
7
$186M 1.44%
2,817,940
+79,544
8
$171M 1.33%
1,597,127
+42,386
9
$170M 1.31%
1,474,700
+280,909
10
$162M 1.25%
1,798,785
+45,213
11
$158M 1.22%
1,106,944
-47,045
12
$155M 1.2%
1,381,607
+6,804
13
$150M 1.16%
1,315,606
+315,917
14
$142M 1.1%
1,013,928
+56,797
15
$138M 1.07%
1,575,914
+40,656
16
$126M 0.98%
1,207,810
+148,213
17
$122M 0.95%
2,879,920
+161,680
18
$122M 0.94%
975,947
+95,890
19
$120M 0.93%
1,457,945
+53,852
20
$119M 0.92%
500,648
+52,167
21
$114M 0.88%
1,796,811
+94,385
22
$106M 0.82%
2,934,775
+204,309
23
$101M 0.79%
4,298,475
+101,646
24
$98.4M 0.76%
3,032,344
+69,165
25
$98.2M 0.76%
1,081,660
+67,238