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
826
$529K ﹤0.01%
10,927
+2,677
827
$528K ﹤0.01%
133,814
+33,692
828
$528K ﹤0.01%
4,155
+127
829
$527K ﹤0.01%
+7,985
830
$527K ﹤0.01%
22,285
-38,062
831
$525K ﹤0.01%
9,030
-340
832
$523K ﹤0.01%
4,908
-17,764
833
$522K ﹤0.01%
10,178
-2,435
834
$521K ﹤0.01%
16,731
+852
835
$519K ﹤0.01%
+12,223
836
$519K ﹤0.01%
16,503
+149
837
$519K ﹤0.01%
6,207
+42
838
$519K ﹤0.01%
3,918
-926
839
$519K ﹤0.01%
+42,142
840
$518K ﹤0.01%
5,620
-640
841
$516K ﹤0.01%
59,136
-5,706
842
$510K ﹤0.01%
9,880
-176
843
$510K ﹤0.01%
10,898
-1,260
844
$509K ﹤0.01%
24,000
845
$509K ﹤0.01%
65,130
-4,402
846
$508K ﹤0.01%
2,321
-1,653
847
$508K ﹤0.01%
18,183
+4,713
848
$506K ﹤0.01%
4,532
-600
849
$504K ﹤0.01%
3,718
-65
850
$503K ﹤0.01%
6,838
+3,404
32 33
34
35 36