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
576
$1.24M 0.01%
26,660
-9,476
577
$1.24M 0.01%
214,480
+406
578
$1.24M 0.01%
72,641
579
$1.24M 0.01%
10,406
-401
580
$1.23M 0.01%
23,954
-1,847
581
$1.23M 0.01%
52,670
582
$1.23M 0.01%
58,787
-3,158
583
$1.22M 0.01%
22,775
-8,826
584
$1.21M 0.01%
26,337
-920
585
$1.2M 0.01%
44,198
-3,906
586
$1.2M 0.01%
9,134
+2,755
587
$1.18M 0.01%
150,887
588
$1.18M 0.01%
41,120
+1,935
589
$1.18M 0.01%
12,392
+4,324
590
$1.16M 0.01%
21,055
-5,127
591
$1.16M 0.01%
34,296
+512
592
$1.15M 0.01%
7,396
+524
593
$1.15M 0.01%
21,286
-976
594
$1.15M 0.01%
12,848
+3,586
595
$1.14M 0.01%
39,372
-3,480
596
$1.14M 0.01%
11,719
-4
597
$1.14M 0.01%
24,709
+4,176
598
$1.13M 0.01%
+17,620
599
$1.12M 0.01%
5,840
+215
600
$1.12M 0.01%
22,280
+229
22 23
24
25 26