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
901
$446K ﹤0.01%
3,703
+322
902
$446K ﹤0.01%
21,821
+8,751
903
$446K ﹤0.01%
15,183
-1,650
904
$445K ﹤0.01%
9,247
-67
905
$443K ﹤0.01%
9,969
+3,064
906
$442K ﹤0.01%
+1,256
907
$440K ﹤0.01%
11,611
+860
908
$439K ﹤0.01%
+8,779
909
$437K ﹤0.01%
14,860
-8,046
910
$434K ﹤0.01%
5,922
+947
911
$434K ﹤0.01%
13,942
+1,419
912
$433K ﹤0.01%
+22,958
913
$433K ﹤0.01%
18,217
+2,970
914
$432K ﹤0.01%
3,633
+1,450
915
$431K ﹤0.01%
8,539
-1,613
916
$431K ﹤0.01%
14,760
+6,920
917
$430K ﹤0.01%
+12,199
918
$429K ﹤0.01%
7,323
+362
919
$428K ﹤0.01%
2,672
-2,391
920
$427K ﹤0.01%
15,826
921
$426K ﹤0.01%
7,905
922
$425K ﹤0.01%
22,665
-2,506
923
$425K ﹤0.01%
6,918
+1,493
924
$424K ﹤0.01%
10,110
-2,792
925
$424K ﹤0.01%
5,159
+277
35 36
37
38 39