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
551
$1.37M 0.01%
9,253
-1,394
552
$1.36M 0.01%
47,070
-53,904
553
$1.34M 0.01%
11,179
-313
554
$1.34M 0.01%
88,811
+29,426
555
$1.34M 0.01%
75,430
-11,728
556
$1.32M 0.01%
10,143
+1,050
557
$1.32M 0.01%
24,190
558
$1.32M 0.01%
35,235
+6,029
559
$1.3M 0.01%
9,820
+370
560
$1.3M 0.01%
28,808
-2,352
561
$1.29M 0.01%
22,007
-616
562
$1.29M 0.01%
15,506
-1,450
563
$1.29M 0.01%
11,794
-5,125
564
$1.29M 0.01%
33,004
+57
565
$1.28M 0.01%
10,564
+5,864
566
$1.27M 0.01%
71,027
-359
567
$1.27M 0.01%
94,005
-141
568
$1.27M 0.01%
44,767
+17,638
569
$1.27M 0.01%
38,027
-1,507
570
$1.26M 0.01%
49,983
+18,164
571
$1.26M 0.01%
29,959
-13,923
572
$1.26M 0.01%
66,145
+28,577
573
$1.25M 0.01%
+31,917
574
$1.25M 0.01%
24,031
-3,670
575
$1.25M 0.01%
24,040
+176
21 22
23
24 25