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
326
$4.29M 0.03%
59,054
-993
327
$4.29M 0.03%
106,095
+20
328
$4.27M 0.03%
81,000
+5,627
329
$4.23M 0.03%
114,785
+10,832
330
$4.23M 0.03%
35,649
+3,070
331
$4.21M 0.03%
74,568
+2,035
332
$4.18M 0.03%
199,702
+3,787
333
$4.18M 0.03%
36,010
-130
334
$4.17M 0.03%
151,805
+136
335
$4.1M 0.03%
83,534
+1,290
336
$4.1M 0.03%
155,157
+5,141
337
$4.09M 0.03%
68,226
-2,967
338
$4.07M 0.03%
30,698
-2,360
339
$4.01M 0.03%
133,956
-70,208
340
$3.97M 0.03%
57,245
+4,506
341
$3.91M 0.03%
181,620
-18,038
342
$3.91M 0.03%
113,859
+1,189
343
$3.89M 0.03%
90,466
+30,220
344
$3.88M 0.03%
77,596
-996
345
$3.83M 0.03%
148,500
346
$3.82M 0.03%
76,627
+3,549
347
$3.73M 0.03%
29,550
+1,039
348
$3.69M 0.03%
40,316
-722
349
$3.68M 0.03%
21,806
+7,032
350
$3.68M 0.03%
236,973
-36,576
12 13
14
15 16