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
476
$1.91M 0.01%
31,489
-267
477
$1.88M 0.01%
23,656
+1,959
478
$1.86M 0.01%
22,827
+7,345
479
$1.86M 0.01%
7,473
+407
480
$1.86M 0.01%
168,695
+600
481
$1.85M 0.01%
+22,384
482
$1.84M 0.01%
22,871
-10,510
483
$1.81M 0.01%
192,564
+66,336
484
$1.79M 0.01%
32,966
-2,565
485
$1.78M 0.01%
26,553
+1,319
486
$1.78M 0.01%
234,137
+2,086
487
$1.78M 0.01%
16,290
-1,260
488
$1.78M 0.01%
34,596
+12,941
489
$1.77M 0.01%
40,556
+330
490
$1.77M 0.01%
31,964
+2,264
491
$1.76M 0.01%
54,744
-26,811
492
$1.75M 0.01%
40,229
+7,404
493
$1.74M 0.01%
31,872
+10,802
494
$1.74M 0.01%
20,499
+2,129
495
$1.73M 0.01%
39,579
+19,268
496
$1.73M 0.01%
31,221
+508
497
$1.73M 0.01%
23,874
+2,683
498
$1.71M 0.01%
57,505
-31,493
499
$1.7M 0.01%
33,073
+14,875
500
$1.69M 0.01%
23,363
-606
18 19
20
21 22