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
1051
$311K ﹤0.01%
+2,638
1052
$309K ﹤0.01%
1,998
+234
1053
$308K ﹤0.01%
7,144
-1,335
1054
$308K ﹤0.01%
9,713
-30
1055
$307K ﹤0.01%
2,886
+429
1056
$307K ﹤0.01%
12,300
1057
$306K ﹤0.01%
+27,568
1058
$305K ﹤0.01%
736
-4
1059
$305K ﹤0.01%
+5,161
1060
$305K ﹤0.01%
5,724
+112
1061
$304K ﹤0.01%
+6,135
1062
$304K ﹤0.01%
4,010
-710
1063
$303K ﹤0.01%
+13,036
1064
$302K ﹤0.01%
25,010
+4,450
1065
$301K ﹤0.01%
21,219
-4,149
1066
$301K ﹤0.01%
3,824
-11,376
1067
$300K ﹤0.01%
7,644
-379
1068
$299K ﹤0.01%
+5,943
1069
$299K ﹤0.01%
5,015
1070
$297K ﹤0.01%
+15,055
1071
$297K ﹤0.01%
6,883
+97
1072
$296K ﹤0.01%
7,850
1073
$296K ﹤0.01%
+15,436
1074
$296K ﹤0.01%
12,202
1075
$295K ﹤0.01%
+10,275
41 42
43
44 45