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
926
$424K ﹤0.01%
6,183
-544
927
$422K ﹤0.01%
49,338
-1,691
928
$421K ﹤0.01%
7,095
+3,900
929
$420K ﹤0.01%
10,831
-4,368
930
$419K ﹤0.01%
6,106
-220
931
$419K ﹤0.01%
13,450
-8,298
932
$418K ﹤0.01%
20,793
+8,663
933
$417K ﹤0.01%
15,966
+4,346
934
$415K ﹤0.01%
292,149
-47,000
935
$411K ﹤0.01%
11,194
+2,723
936
$411K ﹤0.01%
32,428
-6,125
937
$409K ﹤0.01%
14,810
+1,738
938
$409K ﹤0.01%
+50,035
939
$408K ﹤0.01%
5,999
-83
940
$407K ﹤0.01%
17,333
-730
941
$407K ﹤0.01%
9,697
-668
942
$405K ﹤0.01%
+18,969
943
$404K ﹤0.01%
14,625
+281
944
$403K ﹤0.01%
7,939
+59
945
$402K ﹤0.01%
11,821
+153
946
$402K ﹤0.01%
6,806
+408
947
$400K ﹤0.01%
29,123
948
$398K ﹤0.01%
14,181
+4,458
949
$397K ﹤0.01%
8,702
950
$397K ﹤0.01%
11,647
-4,621
36 37
38
39 40