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
251
$7.66M 0.06%
4,303
+553
252
$7.64M 0.06%
145,723
+15,190
253
$7.63M 0.06%
120,172
-500
254
$7.54M 0.06%
57,252
+6,687
255
$7.46M 0.06%
63,037
+3,251
256
$7.35M 0.06%
238,952
+13,503
257
$7.33M 0.06%
107,108
+34,832
258
$7.26M 0.06%
38,766
-4,086
259
$7.23M 0.06%
54,912
+2,195
260
$7.22M 0.06%
92,553
-77,341
261
$7.11M 0.06%
349,182
+13,269
262
$7.07M 0.05%
200,059
-13,968
263
$6.99M 0.05%
112,288
+35,943
264
$6.96M 0.05%
211,917
-34,949
265
$6.95M 0.05%
192,938
+8,074
266
$6.93M 0.05%
72,468
+1,342
267
$6.82M 0.05%
113,915
+19,535
268
$6.81M 0.05%
60,788
-7,800
269
$6.79M 0.05%
146,345
+45,959
270
$6.69M 0.05%
155,465
-7,705
271
$6.68M 0.05%
210,115
+3,100
272
$6.66M 0.05%
49,228
-431
273
$6.55M 0.05%
126,182
-35,174
274
$6.54M 0.05%
107,794
+9,924
275
$6.53M 0.05%
381,082
-553,368
9 10
11
12 13