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
726
$738K 0.01%
63,636
+31,818
727
$737K 0.01%
23,154
-1,141
728
$731K 0.01%
3,772
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729
$727K 0.01%
36,624
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730
$725K 0.01%
38,600
-50
731
$725K 0.01%
18,518
+10,153
732
$723K 0.01%
+31,858
733
$722K 0.01%
15,535
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734
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6,478
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735
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22,830
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736
$715K 0.01%
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737
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5,898
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738
$712K 0.01%
10,249
+103
739
$709K 0.01%
+6,035
740
$709K 0.01%
29,365
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29,627
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24,765
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42,117
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744
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6,107
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745
$693K 0.01%
157,539
+135,140
746
$692K 0.01%
23,467
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747
$692K 0.01%
21,040
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748
$692K 0.01%
11,477
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749
$690K 0.01%
17,075
+2,587
750
$686K 0.01%
37,702
+656
28 29
30
31 32