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
601
$1.11M 0.01%
32,449
+1,738
602
$1.11M 0.01%
72,713
+4,847
603
$1.11M 0.01%
21,587
-3,137
604
$1.11M 0.01%
14,092
-943
605
$1.1M 0.01%
20,420
-4,032
606
$1.08M 0.01%
16,200
+6,815
607
$1.08M 0.01%
47,779
-6,261
608
$1.07M 0.01%
9,484
+1,773
609
$1.06M 0.01%
12,276
+1,919
610
$1.06M 0.01%
+10,208
611
$1.05M 0.01%
17,409
+2,767
612
$1.05M 0.01%
78,658
-10,448
613
$1.04M 0.01%
28,171
-3,335
614
$1.04M 0.01%
5,611
+1,262
615
$1.04M 0.01%
26,939
+2,508
616
$1.03M 0.01%
24,740
617
$1.03M 0.01%
12,073
+1,210
618
$1.03M 0.01%
39,205
+27,525
619
$1.03M 0.01%
+19,922
620
$1.02M 0.01%
28,429
-36
621
$1.02M 0.01%
23,631
+231
622
$1.02M 0.01%
20,920
-3,480
623
$1.01M 0.01%
55,580
-2,509
624
$1.01M 0.01%
10,333
+750
625
$1M 0.01%
10,742
+3,273
23 24
25
26 27