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
51
$65.1M 0.5%
1,074,108
+66,366
52
$64.1M 0.5%
2,926,550
+95,640
53
$63.9M 0.49%
529,966
-6,419
54
$62.3M 0.48%
500,859
+21,479
55
$62.1M 0.48%
1,961,572
+75,036
56
$59.8M 0.46%
429,639
+320,820
57
$59.8M 0.46%
1,428,766
-717,224
58
$58.2M 0.45%
1,045,972
-9,673
59
$58M 0.45%
912,444
+474,767
60
$57.3M 0.44%
478,634
+31,958
61
$55.4M 0.43%
+1,748,500
62
$54.9M 0.43%
205,176
+8,154
63
$54.7M 0.42%
700,575
-1,203
64
$54.5M 0.42%
1,590,475
+81,320
65
$52.5M 0.41%
954,712
+122
66
$51.4M 0.4%
859,987
+23,930
67
$51.1M 0.4%
307,002
+8,352
68
$50.8M 0.39%
422,636
+25,526
69
$50.6M 0.39%
6,123,936
+6,026,896
70
$49.5M 0.38%
613,841
-29,516
71
$48.9M 0.38%
554,331
+88,319
72
$48.5M 0.38%
942,453
+16,294
73
$48.4M 0.37%
813,312
-85,024
74
$48.2M 0.37%
272,784
+1,599
75
$46.9M 0.36%
290,130
+8,107
1 2
3
4 5