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
1076
$294K ﹤0.01%
6,139
-51,203
1077
$294K ﹤0.01%
+5,709
1078
$294K ﹤0.01%
1,890
-256
1079
$293K ﹤0.01%
9,527
-8,376
1080
$292K ﹤0.01%
34,120
+2,120
1081
$290K ﹤0.01%
7,553
-244
1082
$290K ﹤0.01%
5,634
-224
1083
$290K ﹤0.01%
8,402
-300
1084
$289K ﹤0.01%
+13,047
1085
$288K ﹤0.01%
+4,491
1086
$288K ﹤0.01%
7,095
+244
1087
$286K ﹤0.01%
2,295
+63
1088
$285K ﹤0.01%
+6,097
1089
$283K ﹤0.01%
2,368
-1,474
1090
$281K ﹤0.01%
+4,037
1091
$281K ﹤0.01%
4,152
-1,368
1092
$281K ﹤0.01%
4,547
-157,104
1093
$280K ﹤0.01%
2,644
-199
1094
$280K ﹤0.01%
81,880
-17,000
1095
$280K ﹤0.01%
13,314
-6,128
1096
$278K ﹤0.01%
4,270
1097
$278K ﹤0.01%
14,050
-1,263
1098
$278K ﹤0.01%
8,221
1099
$277K ﹤0.01%
3,078
-181
1100
$277K ﹤0.01%
12,000
42 43
44
45 46