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
951
$394K ﹤0.01%
25,470
+7,175
952
$394K ﹤0.01%
3,181
+281
953
$393K ﹤0.01%
2,756
954
$392K ﹤0.01%
6,242
+488
955
$392K ﹤0.01%
24,510
+8,850
956
$392K ﹤0.01%
16,484
+44
957
$391K ﹤0.01%
+76,100
958
$391K ﹤0.01%
+10,948
959
$391K ﹤0.01%
4,735
-5
960
$388K ﹤0.01%
13,727
961
$387K ﹤0.01%
32,727
+3,635
962
$387K ﹤0.01%
12,900
963
$385K ﹤0.01%
1,868
+124
964
$384K ﹤0.01%
12,428
+944
965
$384K ﹤0.01%
9,200
966
$384K ﹤0.01%
24,440
-42,533
967
$383K ﹤0.01%
14,741
-1,158
968
$383K ﹤0.01%
991
+234
969
$383K ﹤0.01%
2,909
+360
970
$382K ﹤0.01%
8,872
+3,555
971
$380K ﹤0.01%
8,247
972
$378K ﹤0.01%
12,596
+2,636
973
$377K ﹤0.01%
14,829
-2,206
974
$376K ﹤0.01%
8,156
-69
975
$375K ﹤0.01%
7,334
-948
37 38
39
40 41