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
26
$96.9M 0.75%
590,387
+32,177
27
$95.9M 0.74%
846,084
+30,706
28
$94.2M 0.73%
711,941
+69,932
29
$91.1M 0.71%
2,196,740
+69,020
30
$90.6M 0.7%
664,746
+7,687
31
$90.5M 0.7%
948,743
+16,742
32
$90.3M 0.7%
1,278,273
+11,260
33
$87.5M 0.68%
524,894
+22,231
34
$87.1M 0.67%
726,629
-6,926
35
$86.9M 0.67%
1,960,040
+157,500
36
$86.7M 0.67%
277,383
+81,222
37
$84.9M 0.66%
2,511,771
+86,873
38
$84.5M 0.65%
1,894,977
+13,526
39
$84.3M 0.65%
2,564,008
+31,984
40
$83.3M 0.64%
1,708,040
+298,052
41
$82.4M 0.64%
515,016
+3,775
42
$80.6M 0.62%
1,379,860
+16,859
43
$76.7M 0.59%
2,444,718
+85,404
44
$75.9M 0.59%
853,936
+11,763
45
$75.5M 0.58%
1,159,020
+55,495
46
$75.1M 0.58%
823,686
+7,474
47
$74.7M 0.58%
951,543
-11,660
48
$71.7M 0.56%
488,267
+13,854
49
$67.5M 0.52%
1,796,230
+33,124
50
$65.9M 0.51%
401,711
+8,509
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