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
1026
$332K ﹤0.01%
9,666
+601
1027
$332K ﹤0.01%
61,335
-7,139
1028
$331K ﹤0.01%
+24,080
1029
$330K ﹤0.01%
5,595
-425
1030
$326K ﹤0.01%
16,160
-20,552
1031
$326K ﹤0.01%
3,260
1032
$325K ﹤0.01%
24,360
1033
$325K ﹤0.01%
5,952
-4,764
1034
$324K ﹤0.01%
12,800
1035
$324K ﹤0.01%
5,414
+334
1036
$323K ﹤0.01%
15,612
+750
1037
$323K ﹤0.01%
+806
1038
$323K ﹤0.01%
9,723
-487
1039
$323K ﹤0.01%
13,420
+217
1040
$323K ﹤0.01%
3,409
+1,392
1041
$322K ﹤0.01%
6,190
+1,392
1042
$321K ﹤0.01%
10,041
-215
1043
$321K ﹤0.01%
3,524
-240
1044
$319K ﹤0.01%
+28,942
1045
$319K ﹤0.01%
1,699
+269
1046
$315K ﹤0.01%
+9,407
1047
$312K ﹤0.01%
1,528
-500
1048
$312K ﹤0.01%
3,621
-1,621
1049
$312K ﹤0.01%
8,398
+58
1050
$312K ﹤0.01%
7,651
-1
40 41
42
43 44