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
976
$374K ﹤0.01%
9,200
-2,064
977
$373K ﹤0.01%
+4,292
978
$373K ﹤0.01%
63,274
+41,250
979
$372K ﹤0.01%
+16,665
980
$371K ﹤0.01%
6,676
-518
981
$371K ﹤0.01%
5,003
+644
982
$370K ﹤0.01%
13,235
+488
983
$370K ﹤0.01%
13,790
+1,888
984
$369K ﹤0.01%
1,306
985
$369K ﹤0.01%
8,802
+2,675
986
$368K ﹤0.01%
5,422
-676
987
$368K ﹤0.01%
10,731
-12,056
988
$367K ﹤0.01%
+13,312
989
$367K ﹤0.01%
33,128
-94
990
$367K ﹤0.01%
54,550
-18,865
991
$366K ﹤0.01%
50,527
+22,607
992
$366K ﹤0.01%
13,151
+2,831
993
$365K ﹤0.01%
7,391
-16
994
$364K ﹤0.01%
4,271
-5
995
$363K ﹤0.01%
8,084
+116
996
$361K ﹤0.01%
+9,056
997
$360K ﹤0.01%
5,717
998
$359K ﹤0.01%
6,985
999
$358K ﹤0.01%
+6,874
1000
$358K ﹤0.01%
16,791
+2,245
38 39
40
41 42