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
76
$46.6M 0.36%
567,310
+15,884
77
$44.2M 0.34%
582,284
+20,716
78
$43.8M 0.34%
744,603
-68,188
79
$42.7M 0.33%
468,421
+26,331
80
$42.6M 0.33%
350,930
+89,675
81
$42.5M 0.33%
274,813
-24,508
82
$42M 0.33%
897,480
+105,872
83
$42M 0.33%
182,697
+14,280
84
$42M 0.32%
250,179
-3,924
85
$41.1M 0.32%
926,212
+229,410
86
$39.4M 0.31%
349,254
-60
87
$38.9M 0.3%
697,741
+57,507
88
$38.8M 0.3%
555,423
+121,174
89
$37.6M 0.29%
289,196
+134,578
90
$37.2M 0.29%
1,173,053
+57,920
91
$37.1M 0.29%
441,237
-1,980
92
$36.7M 0.28%
1,689,751
+184,761
93
$36.5M 0.28%
636,834
+69,121
94
$35.7M 0.28%
803,860
+36,545
95
$34.6M 0.27%
241,986
+12,602
96
$34M 0.26%
631,868
+525,588
97
$33.8M 0.26%
541,185
-85,673
98
$33.8M 0.26%
250,534
+7,084
99
$32.2M 0.25%
484,171
-26,849
100
$32.1M 0.25%
581,824
+202,612
2 3
4
5 6