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
376
$3.29M 0.03%
64,944
+10,503
377
$3.27M 0.03%
70,530
+300
378
$3.23M 0.03%
35,582
+639
379
$3.22M 0.02%
185,250
+103
380
$3.21M 0.02%
26,013
-553
381
$3.19M 0.02%
102,407
-19,524
382
$3.17M 0.02%
123,449
+27,615
383
$3.16M 0.02%
45,387
-4,982
384
$3.16M 0.02%
62,677
+10,219
385
$3.14M 0.02%
130,639
+77,139
386
$3.13M 0.02%
31,915
-800
387
$3.13M 0.02%
+76,642
388
$3.13M 0.02%
67,250
-5,200
389
$3.1M 0.02%
104,893
+58,940
390
$3.09M 0.02%
13,222
-132
391
$3.08M 0.02%
44,352
+20,721
392
$3.06M 0.02%
40,440
+5,576
393
$3.04M 0.02%
98,161
+32,387
394
$3.03M 0.02%
32,307
+2,674
395
$3.02M 0.02%
36,882
+2,359
396
$3.01M 0.02%
+4,889
397
$3.01M 0.02%
2,530
+33
398
$3.01M 0.02%
29,061
-1,877
399
$2.99M 0.02%
104,000
400
$2.97M 0.02%
47,121
+2,526
14 15
16
17 18