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
401
$2.96M 0.02%
82,310
-2,208
402
$2.95M 0.02%
12,415
-1,652
403
$2.94M 0.02%
62,357
+14,630
404
$2.92M 0.02%
84,004
+5,325
405
$2.92M 0.02%
41,311
+5,201
406
$2.88M 0.02%
34,611
-18,276
407
$2.87M 0.02%
36,863
+87
408
$2.84M 0.02%
493,471
-215,427
409
$2.84M 0.02%
27,683
+576
410
$2.83M 0.02%
30,343
+1,354
411
$2.82M 0.02%
48,884
+270
412
$2.81M 0.02%
176,411
+120,267
413
$2.81M 0.02%
101,861
+53
414
$2.78M 0.02%
105,076
-657
415
$2.76M 0.02%
62,315
-101,532
416
$2.76M 0.02%
77,371
+5,917
417
$2.71M 0.02%
45,951
+5,937
418
$2.68M 0.02%
90,488
+1,387
419
$2.68M 0.02%
56,733
-4,613
420
$2.63M 0.02%
35,609
-419
421
$2.63M 0.02%
57,282
+10,021
422
$2.61M 0.02%
+62,384
423
$2.61M 0.02%
88,835
-25,130
424
$2.6M 0.02%
52,247
-6,723
425
$2.59M 0.02%
62,715
-24,569
15 16
17
18 19