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
801
$569K ﹤0.01%
18,675
+3,550
802
$568K ﹤0.01%
5,067
+2,036
803
$567K ﹤0.01%
+135
804
$566K ﹤0.01%
7,389
+1,841
805
$562K ﹤0.01%
17,093
-145
806
$560K ﹤0.01%
3,954
+333
807
$559K ﹤0.01%
6,090
-2,624
808
$558K ﹤0.01%
9,503
+14
809
$558K ﹤0.01%
12,588
+820
810
$554K ﹤0.01%
16,442
811
$553K ﹤0.01%
12,415
+194
812
$549K ﹤0.01%
32,680
+22,360
813
$548K ﹤0.01%
66,667
814
$548K ﹤0.01%
2,486
-269
815
$546K ﹤0.01%
8,396
-200
816
$544K ﹤0.01%
42,000
817
$544K ﹤0.01%
21,773
-166
818
$543K ﹤0.01%
19,180
819
$543K ﹤0.01%
30,275
-2,780
820
$540K ﹤0.01%
12,051
+300
821
$538K ﹤0.01%
4,953
+738
822
$535K ﹤0.01%
15,730
+83
823
$535K ﹤0.01%
24,235
-60
824
$533K ﹤0.01%
+15,000
825
$529K ﹤0.01%
5,736
-104
31 32
33
34 35