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
$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
226
$9.23M 0.07%
450,400
+120
227
$9.14M 0.07%
220,392
+192,222
228
$9.05M 0.07%
258,260
+6,013
229
$9.04M 0.07%
+287,962
230
$9.03M 0.07%
109,492
-124,184
231
$9M 0.07%
113,078
-970
232
$8.97M 0.07%
69,189
+6,938
233
$8.81M 0.07%
113,549
+7,212
234
$8.8M 0.07%
66,008
-58,902
235
$8.71M 0.07%
434,246
+41,349
236
$8.65M 0.07%
103,806
+100,584
237
$8.53M 0.07%
278,062
-1,954
238
$8.45M 0.07%
301,472
+488
239
$8.42M 0.07%
129,448
+14,867
240
$8.21M 0.06%
60,538
-1,247
241
$8.1M 0.06%
223,804
+13,360
242
$8.07M 0.06%
89,854
+4,727
243
$8.06M 0.06%
97,656
+82,150
244
$8.03M 0.06%
540,039
+191,688
245
$7.98M 0.06%
84,764
-2,576
246
$7.95M 0.06%
484,905
-1,578
247
$7.78M 0.06%
240,138
+173,709
248
$7.75M 0.06%
71,869
-9,708
249
$7.73M 0.06%
100,200
+6,187
250
$7.71M 0.06%
153,363
+26,813
8 9
10
11 12