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
676
$874K 0.01%
17,190
+11,145
677
$873K 0.01%
26,228
678
$871K 0.01%
16,479
-93
679
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45,900
+550
680
$867K 0.01%
103,985
+5,170
681
$866K 0.01%
83,236
+8,219
682
$865K 0.01%
+40,350
683
$864K 0.01%
22,980
-584
684
$852K 0.01%
29,206
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685
$848K 0.01%
65,936
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686
$844K 0.01%
17,553
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687
$844K 0.01%
8,169
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688
$839K 0.01%
10,342
+73
689
$838K 0.01%
5,489
+339
690
$837K 0.01%
13,204
+6,015
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$833K 0.01%
138,102
-8,708
692
$832K 0.01%
28,341
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693
$831K 0.01%
21,858
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694
$829K 0.01%
4,319
+1,554
695
$818K 0.01%
14,996
+4,033
696
$815K 0.01%
6,716
-3,884
697
$802K 0.01%
120,631
+13,168
698
$800K 0.01%
15,543
+538
699
$798K 0.01%
27,422
+1,686
700
$797K 0.01%
3,442
-677
26 27
28
29 30