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
1126
$265K ﹤0.01%
5,257
-3,021
1127
$263K ﹤0.01%
32,350
+17,100
1128
$262K ﹤0.01%
7,898
+81
1129
$262K ﹤0.01%
3,701
-334
1130
$262K ﹤0.01%
+2,680
1131
$261K ﹤0.01%
15,075
1132
$260K ﹤0.01%
10,590
+1,586
1133
$260K ﹤0.01%
29,500
1134
$260K ﹤0.01%
+4,176
1135
$260K ﹤0.01%
10,544
-8,526
1136
$260K ﹤0.01%
+2,187
1137
$259K ﹤0.01%
16,387
-1,480
1138
$258K ﹤0.01%
7,563
-978
1139
$258K ﹤0.01%
7,578
+154
1140
$257K ﹤0.01%
28,900
-5,200
1141
$257K ﹤0.01%
4,179
-854
1142
$257K ﹤0.01%
5,960
+398
1143
$257K ﹤0.01%
4,371
+508
1144
$257K ﹤0.01%
12,131
1145
$256K ﹤0.01%
4,302
+163
1146
$256K ﹤0.01%
41,314
-19,269
1147
$255K ﹤0.01%
5,694
+368
1148
$255K ﹤0.01%
17,707
1149
$254K ﹤0.01%
8,729
-3,156
1150
$253K ﹤0.01%
11,952
-25,004
44 45
46
47 48