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
1001
$356K ﹤0.01%
4,101
+30
1002
$356K ﹤0.01%
13,332
+741
1003
$355K ﹤0.01%
3,328
+513
1004
$354K ﹤0.01%
9,542
+558
1005
$354K ﹤0.01%
+10,724
1006
$353K ﹤0.01%
+11,572
1007
$352K ﹤0.01%
11,578
-237
1008
$352K ﹤0.01%
5,655
-1,587
1009
$351K ﹤0.01%
2,807
+355
1010
$351K ﹤0.01%
461
1011
$348K ﹤0.01%
5,222
+1,836
1012
$346K ﹤0.01%
+5,974
1013
$346K ﹤0.01%
16,585
+3,375
1014
$345K ﹤0.01%
10,400
1015
$343K ﹤0.01%
9,024
-3,794
1016
$343K ﹤0.01%
5,679
+1,032
1017
$343K ﹤0.01%
6,400
+1,040
1018
$341K ﹤0.01%
5,250
-221
1019
$341K ﹤0.01%
6,658
+155
1020
$341K ﹤0.01%
34,678
-7,103
1021
$341K ﹤0.01%
+5,886
1022
$338K ﹤0.01%
14,672
+62
1023
$337K ﹤0.01%
22,515
+4,804
1024
$335K ﹤0.01%
9,153
+2,229
1025
$334K ﹤0.01%
16,229
-1,106
39 40
41
42 43