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
651
$949K 0.01%
+29,485
652
$942K 0.01%
15,478
+6,418
653
$936K 0.01%
44,202
-4,509
654
$935K 0.01%
33,990
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655
$922K 0.01%
42,507
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656
$920K 0.01%
51,179
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657
$912K 0.01%
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658
$910K 0.01%
49,353
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659
$908K 0.01%
39,058
-18,608
660
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19,336
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35,682
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662
$902K 0.01%
38,584
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663
$901K 0.01%
11,047
-2,295
664
$891K 0.01%
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665
$891K 0.01%
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$883K 0.01%
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$883K 0.01%
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672
$881K 0.01%
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673
$877K 0.01%
49,284
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674
$875K 0.01%
18,108
-3,200
675
$874K 0.01%
15,153
+5,611
25 26
27
28 29