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
301
$4.97M 0.04%
74,977
+1,252
302
$4.97M 0.04%
61,663
+17,961
303
$4.96M 0.04%
139,475
+3,675
304
$4.95M 0.04%
64,282
+361
305
$4.94M 0.04%
167,330
+36,623
306
$4.9M 0.04%
81,895
-1,444
307
$4.83M 0.04%
37,676
+2,510
308
$4.81M 0.04%
143,371
+9,643
309
$4.79M 0.04%
114,808
+11,940
310
$4.78M 0.04%
57,640
+3,101
311
$4.78M 0.04%
91,862
+57,378
312
$4.75M 0.04%
47,522
-8,546
313
$4.75M 0.04%
+61,704
314
$4.73M 0.04%
80,112
+12,377
315
$4.72M 0.04%
53,650
+11,797
316
$4.69M 0.04%
70,707
-25,625
317
$4.67M 0.04%
22,630
+945
318
$4.67M 0.04%
74,796
+1,714
319
$4.67M 0.04%
149,905
+140,890
320
$4.59M 0.04%
129,666
+3,145
321
$4.55M 0.04%
43,314
+13,825
322
$4.45M 0.03%
72,849
+57,363
323
$4.44M 0.03%
84,155
+29,697
324
$4.38M 0.03%
11,315
+3,493
325
$4.29M 0.03%
155,581
+146,329
11 12
13
14 15