JMPWA

JP Morgan Private Wealth Advisors Portfolio holdings

AUM $35B
1-Year Est. Return 24.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.26%
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
1,405
New
Increased
Reduced
Closed

Top Buys

1
+$154M
2
+$53.8M
3
+$47.6M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$44.1M
5
ANET icon
Arista Networks
ANET
+$41.6M

Top Sells

1
+$147M
2
+$62.9M
3
+$50.5M
4
IEV icon
iShares Europe ETF
IEV
+$28.9M
5
IBB icon
iShares Biotechnology ETF
IBB
+$13.3M

Sector Composition

1 Technology 12.17%
2 Financials 10.56%
3 Healthcare 9.95%
4 Industrials 7.36%
5 Consumer Staples 5.63%
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%
22,290
-12,069
910
$434K ﹤0.01%
13,942
+1,419
911
$434K ﹤0.01%
5,922
+947
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%
6,183
-544
925
$424K ﹤0.01%
10,110
-2,792
35 36
37
38 39