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
351
$3.68M 0.03%
80,945
-11,820
352
$3.66M 0.03%
30,854
+2,686
353
$3.64M 0.03%
+99,668
354
$3.63M 0.03%
99,720
+20,457
355
$3.58M 0.03%
113,403
+2,889
356
$3.58M 0.03%
239,427
+28,471
357
$3.56M 0.03%
69,107
+2,549
358
$3.56M 0.03%
31,011
+6,663
359
$3.53M 0.03%
67,991
+6,345
360
$3.52M 0.03%
55,166
+2,359
361
$3.52M 0.03%
36,065
+2,400
362
$3.5M 0.03%
64,024
+25,837
363
$3.49M 0.03%
34,935
-22,895
364
$3.48M 0.03%
82,784
-2,130
365
$3.46M 0.03%
50,689
-793
366
$3.45M 0.03%
81,212
+2,531
367
$3.43M 0.03%
51,995
-12,869
368
$3.42M 0.03%
100,813
-20,443
369
$3.42M 0.03%
167,809
+5,285
370
$3.38M 0.03%
158,692
+8,103
371
$3.38M 0.03%
60,505
+10,186
372
$3.37M 0.03%
35,724
+7,395
373
$3.32M 0.03%
53,138
-56,804
374
$3.31M 0.03%
142,277
-10,113
375
$3.31M 0.03%
69,545
-607
13 14
15
16 17