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
626
$1M 0.01%
21,896
+1,084
627
$1M 0.01%
+67,500
628
$994K 0.01%
10,144
+1,737
629
$992K 0.01%
33,885
-8,864
630
$991K 0.01%
14,228
-219
631
$989K 0.01%
22,744
-9,229
632
$989K 0.01%
11,536
+2,571
633
$987K 0.01%
17,248
-197
634
$986K 0.01%
20,066
+3,992
635
$986K 0.01%
32,211
-5,354
636
$983K 0.01%
23,214
+332
637
$983K 0.01%
29,826
+12,239
638
$982K 0.01%
22,108
+6,403
639
$981K 0.01%
14,274
+127
640
$980K 0.01%
65,967
+19,604
641
$977K 0.01%
38,125
+3,601
642
$975K 0.01%
17,041
-3,203
643
$971K 0.01%
51,269
-561
644
$971K 0.01%
19,529
+997
645
$959K 0.01%
38,036
+1,762
646
$957K 0.01%
9,948
+784
647
$955K 0.01%
19,553
-1,382
648
$951K 0.01%
18,072
+1,678
649
$951K 0.01%
+34,000
650
$950K 0.01%
12,330
+3,504
24 25
26
27 28