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
451
$2.2M 0.02%
52,139
+4,586
452
$2.16M 0.02%
24,542
-40
453
$2.15M 0.02%
38,871
+1,266
454
$2.14M 0.02%
43,544
+10,476
455
$2.13M 0.02%
23,046
-2,292
456
$2.12M 0.02%
70,173
+16,286
457
$2.1M 0.02%
61,512
-120,245
458
$2.1M 0.02%
13,862
+1,356
459
$2.09M 0.02%
24,273
+435
460
$2.09M 0.02%
40,876
-250
461
$2.08M 0.02%
15,070
+1,893
462
$2.07M 0.02%
165,775
+19,505
463
$2.07M 0.02%
59,264
-10,040
464
$2.07M 0.02%
65,164
+3,950
465
$2.06M 0.02%
89,326
-16,492
466
$2.06M 0.02%
4,546
+349
467
$2.03M 0.02%
112,725
+42,375
468
$2.02M 0.02%
49,155
-1,850
469
$2M 0.02%
88,738
+44,369
470
$1.99M 0.02%
88,216
+49,675
471
$1.99M 0.02%
31,556
-725
472
$1.96M 0.02%
53,175
-8,133
473
$1.95M 0.02%
58,298
474
$1.95M 0.02%
62,601
+50,925
475
$1.92M 0.01%
29,076
+866
17 18
19
20 21