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
751
$686K 0.01%
8,466
+5,826
752
$683K 0.01%
9,143
+803
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$682K 0.01%
18,249
+1,347
754
$680K 0.01%
10,457
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$679K 0.01%
29,430
-11,562
756
$671K 0.01%
25,020
+16,250
757
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13,460
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758
$660K 0.01%
30,685
759
$658K 0.01%
15,080
760
$657K 0.01%
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762
$653K 0.01%
9,184
-4,313
763
$653K 0.01%
+11,990
764
$651K 0.01%
13,361
-1,545
765
$648K 0.01%
6,974
-1,102
766
$648K 0.01%
16,256
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767
$646K 0.01%
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768
$642K 0.01%
43,922
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769
$640K 0.01%
10,501
+225
770
$639K ﹤0.01%
10,754
+2,613
771
$639K ﹤0.01%
44,980
-120
772
$639K ﹤0.01%
13,088
-12,594
773
$638K ﹤0.01%
4,539
+133
774
$637K ﹤0.01%
8,308
+50
775
$635K ﹤0.01%
+77,670
29 30
31
32 33