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
876
$472K ﹤0.01%
5,455
+1,501
877
$471K ﹤0.01%
8,986
+196
878
$471K ﹤0.01%
+9,364
879
$471K ﹤0.01%
13,188
+588
880
$471K ﹤0.01%
14,823
-26
881
$469K ﹤0.01%
4,794
-89,005
882
$468K ﹤0.01%
16,300
-265
883
$466K ﹤0.01%
51,835
-1,206
884
$466K ﹤0.01%
3,271
-261
885
$466K ﹤0.01%
6,590
-1,560
886
$463K ﹤0.01%
+14,289
887
$462K ﹤0.01%
11,857
+1,670
888
$462K ﹤0.01%
8,224
-1,062
889
$461K ﹤0.01%
+71,109
890
$461K ﹤0.01%
10,928
+822
891
$459K ﹤0.01%
9,104
+442
892
$458K ﹤0.01%
5,748
+465
893
$457K ﹤0.01%
10,159
+4,550
894
$457K ﹤0.01%
20,872
-306
895
$455K ﹤0.01%
29,922
-2,676
896
$455K ﹤0.01%
11,412
+912
897
$455K ﹤0.01%
19,314
+4,473
898
$453K ﹤0.01%
8,536
-2,694
899
$452K ﹤0.01%
29,095
+7,713
900
$451K ﹤0.01%
8,333
34 35
36
37 38