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
526
$1.56M 0.01%
14,668
+3,436
527
$1.56M 0.01%
+9,459
528
$1.55M 0.01%
19,972
-1,930
529
$1.55M 0.01%
59,592
+3,596
530
$1.54M 0.01%
25,222
+1,010
531
$1.53M 0.01%
9,230
-2,430
532
$1.51M 0.01%
104,308
533
$1.51M 0.01%
95,736
-852
534
$1.5M 0.01%
35,140
-24,942
535
$1.49M 0.01%
15,647
-799
536
$1.48M 0.01%
33,948
+7,763
537
$1.48M 0.01%
16,196
-2,684
538
$1.46M 0.01%
113,813
+12,740
539
$1.46M 0.01%
9,997
-394
540
$1.46M 0.01%
10,480
+716
541
$1.44M 0.01%
36,708
-1,640,678
542
$1.42M 0.01%
+25,985
543
$1.41M 0.01%
4,298
+1,221
544
$1.41M 0.01%
+53,517
545
$1.4M 0.01%
42,327
+4,967
546
$1.4M 0.01%
29,885
-3,281
547
$1.4M 0.01%
21,252
-100
548
$1.39M 0.01%
43,211
+3,148
549
$1.38M 0.01%
14,059
-820
550
$1.38M 0.01%
36,261
-10,400
20 21
22
23 24