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
426
$2.58M 0.02%
80,097
+753
427
$2.58M 0.02%
72,636
+1,024
428
$2.56M 0.02%
18,006
-1,102,910
429
$2.55M 0.02%
85,997
-235
430
$2.55M 0.02%
22,616
+4,491
431
$2.53M 0.02%
23,180
+1,461
432
$2.52M 0.02%
23,190
-1,526
433
$2.52M 0.02%
96,224
+1,195
434
$2.51M 0.02%
34,480
-1,294
435
$2.5M 0.02%
121,293
+101,781
436
$2.45M 0.02%
63,072
+9,489
437
$2.44M 0.02%
13,988
+425
438
$2.41M 0.02%
+35,199
439
$2.39M 0.02%
56,593
-82
440
$2.34M 0.02%
103,800
441
$2.34M 0.02%
43,805
-3,383
442
$2.34M 0.02%
93,954
-1,053
443
$2.33M 0.02%
37,399
-8,839
444
$2.33M 0.02%
46,294
+8,585
445
$2.32M 0.02%
43,695
+2,581
446
$2.31M 0.02%
78,033
+3,052
447
$2.26M 0.02%
110,881
+28,970
448
$2.24M 0.02%
20,134
-9,458
449
$2.22M 0.02%
27,293
+3,934
450
$2.21M 0.02%
11,902
+9,179
16 17
18
19 20