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
501
$1.69M 0.01%
18,815
+783
502
$1.68M 0.01%
37,550
+1,238
503
$1.67M 0.01%
18,927
+7,596
504
$1.67M 0.01%
8,390
+2,904
505
$1.67M 0.01%
1,707
+78
506
$1.66M 0.01%
12,165
+6,255
507
$1.66M 0.01%
34,291
-1,283
508
$1.65M 0.01%
27,949
+756
509
$1.65M 0.01%
22,880
-286
510
$1.62M 0.01%
33,080
-1,885
511
$1.6M 0.01%
16,495
+4,967
512
$1.6M 0.01%
+85,730
513
$1.6M 0.01%
26,760
+2,480
514
$1.6M 0.01%
+14,374
515
$1.6M 0.01%
21,635
+1,498
516
$1.59M 0.01%
167,682
+31,890
517
$1.59M 0.01%
+39,050
518
$1.59M 0.01%
45,997
-3,633
519
$1.59M 0.01%
23,951
+407
520
$1.58M 0.01%
32,404
-4,646
521
$1.58M 0.01%
26,766
+17,072
522
$1.58M 0.01%
88,383
-369
523
$1.58M 0.01%
13,641
+1,296
524
$1.57M 0.01%
114,347
+1,236
525
$1.56M 0.01%
26,191
+14,117
19 20
21
22 23