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
1101
$277K ﹤0.01%
11,316
+400
1102
$274K ﹤0.01%
9,264
-1,053
1103
$274K ﹤0.01%
6,747
-697
1104
$274K ﹤0.01%
+8,760
1105
$273K ﹤0.01%
+12,350
1106
$272K ﹤0.01%
6,292
-81
1107
$272K ﹤0.01%
15,856
1108
$272K ﹤0.01%
+1,782
1109
$271K ﹤0.01%
68,435
-207
1110
$271K ﹤0.01%
2,830
-1
1111
$271K ﹤0.01%
7,742
1112
$271K ﹤0.01%
3,461
-24
1113
$270K ﹤0.01%
+2,710
1114
$270K ﹤0.01%
11,356
-87
1115
$269K ﹤0.01%
11,048
-82
1116
$268K ﹤0.01%
3,322
-154
1117
$267K ﹤0.01%
9,233
-925
1118
$267K ﹤0.01%
13,180
-4,390
1119
$267K ﹤0.01%
16,144
+902
1120
$267K ﹤0.01%
936
-120
1121
$266K ﹤0.01%
9,452
-93
1122
$266K ﹤0.01%
+7,192
1123
$265K ﹤0.01%
+7,703
1124
$265K ﹤0.01%
+1,137
1125
$265K ﹤0.01%
3,095
+55
43 44
45
46 47