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
1151
$253K ﹤0.01%
18,818
-373
1152
$251K ﹤0.01%
5,207
-732
1153
$251K ﹤0.01%
5,867
+964
1154
$251K ﹤0.01%
3,781
+224
1155
$248K ﹤0.01%
14,636
-60
1156
$248K ﹤0.01%
+5,975
1157
$247K ﹤0.01%
+6,199
1158
$247K ﹤0.01%
5,549
-1,922
1159
$246K ﹤0.01%
4,250
1160
$246K ﹤0.01%
+20,000
1161
$245K ﹤0.01%
2,895
-111
1162
$245K ﹤0.01%
7,219
-25,845
1163
$243K ﹤0.01%
5,330
+210
1164
$243K ﹤0.01%
+2,240
1165
$243K ﹤0.01%
2,352
-128
1166
$242K ﹤0.01%
41,735
1167
$242K ﹤0.01%
2,709
-16,609
1168
$241K ﹤0.01%
14,029
-2,318
1169
$241K ﹤0.01%
+7,486
1170
$241K ﹤0.01%
+19,067
1171
$241K ﹤0.01%
+6,785
1172
$240K ﹤0.01%
+4,974
1173
$239K ﹤0.01%
+2,776
1174
$239K ﹤0.01%
+6,643
1175
$238K ﹤0.01%
5,800
-1,385
45 46
47
48 49