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
276
$6.34M 0.05%
341,640
+133,875
277
$6.27M 0.05%
127,101
-27,683
278
$6.16M 0.05%
134,054
+9,924
279
$6.08M 0.05%
153,125
+112,998
280
$6.07M 0.05%
59,101
+2,264
281
$6.04M 0.05%
200,480
+29,002
282
$6.03M 0.05%
257,751
+11,736
283
$5.98M 0.05%
151,876
-4,457
284
$5.97M 0.05%
317,964
-104,952
285
$5.96M 0.05%
64,295
+2,990
286
$5.85M 0.05%
94,294
+15,897
287
$5.76M 0.04%
53,282
+1,971
288
$5.48M 0.04%
5,637
+607
289
$5.41M 0.04%
31,367
-50
290
$5.28M 0.04%
237,939
-3,800
291
$5.27M 0.04%
116,480
-7,315
292
$5.23M 0.04%
64,809
+3,510
293
$5.21M 0.04%
140,128
-16,056
294
$5.15M 0.04%
1,892,040
+58,640
295
$5.14M 0.04%
158,658
-3,070
296
$5.13M 0.04%
114,861
+1,158
297
$5.12M 0.04%
64,280
+2,111
298
$5.1M 0.04%
+161,422
299
$5.09M 0.04%
47,108
+5,577
300
$5.01M 0.04%
344,765
-4,715
10 11
12
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