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
851
$503K ﹤0.01%
12,245
+6,394
852
$502K ﹤0.01%
6,327
-7,839
853
$501K ﹤0.01%
12,218
-870
854
$501K ﹤0.01%
+18,385
855
$500K ﹤0.01%
7,364
+190
856
$499K ﹤0.01%
5,989
-8,811
857
$499K ﹤0.01%
10,140
-801
858
$497K ﹤0.01%
12,749
+324
859
$495K ﹤0.01%
5,100
+651
860
$495K ﹤0.01%
22,582
+849
861
$493K ﹤0.01%
8,052
-1,032
862
$493K ﹤0.01%
5,719
-2,344
863
$493K ﹤0.01%
7,555
+157
864
$493K ﹤0.01%
44,709
865
$492K ﹤0.01%
9,737
-21,586
866
$491K ﹤0.01%
5,766
-18
867
$490K ﹤0.01%
10,901
+457
868
$488K ﹤0.01%
9,008
+3,402
869
$487K ﹤0.01%
10,394
-69
870
$485K ﹤0.01%
8,817
-5,789
871
$484K ﹤0.01%
+25,345
872
$481K ﹤0.01%
4,421
+1,061
873
$481K ﹤0.01%
546
+6
874
$478K ﹤0.01%
21,690
875
$475K ﹤0.01%
+7,370
33 34
35
36 37