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
776
$633K ﹤0.01%
13,815
-2,447
777
$632K ﹤0.01%
42,204
-21,241
778
$631K ﹤0.01%
9,089
-778
779
$625K ﹤0.01%
+21,500
780
$624K ﹤0.01%
11,671
+2,563
781
$617K ﹤0.01%
15,412
-602
782
$615K ﹤0.01%
31,400
783
$614K ﹤0.01%
5,400
784
$611K ﹤0.01%
10,023
+690
785
$597K ﹤0.01%
7,225
-2,980
786
$596K ﹤0.01%
8,510
+2,000
787
$596K ﹤0.01%
27,500
+1,313
788
$595K ﹤0.01%
3,611
+124
789
$594K ﹤0.01%
14,018
+408
790
$594K ﹤0.01%
20,022
-6,497
791
$590K ﹤0.01%
15,573
+803
792
$589K ﹤0.01%
7,879
+2,372
793
$588K ﹤0.01%
7,278
-3,641
794
$583K ﹤0.01%
5,939
+1,666
795
$583K ﹤0.01%
6,827
-318
796
$579K ﹤0.01%
6,758
+600
797
$576K ﹤0.01%
+4,830
798
$576K ﹤0.01%
3,876
+741
799
$574K ﹤0.01%
6,569
-5,092
800
$573K ﹤0.01%
32,187
+15,669
30 31
32
33 34