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
1176
$235K ﹤0.01%
+5,397
1177
$235K ﹤0.01%
1,819
-42
1178
$233K ﹤0.01%
3,019
-336
1179
$232K ﹤0.01%
+7,409
1180
$232K ﹤0.01%
6,661
-1,580
1181
$231K ﹤0.01%
+3,814
1182
$231K ﹤0.01%
11,650
-1,659
1183
$231K ﹤0.01%
5,846
1184
$230K ﹤0.01%
17,141
-8,764
1185
$230K ﹤0.01%
+877
1186
$229K ﹤0.01%
+6,097
1187
$229K ﹤0.01%
+11,390
1188
$229K ﹤0.01%
+1,174
1189
$228K ﹤0.01%
6,370
+755
1190
$228K ﹤0.01%
+8,395
1191
$228K ﹤0.01%
+2,428
1192
$227K ﹤0.01%
31,100
1193
$227K ﹤0.01%
42,024
+319
1194
$226K ﹤0.01%
+20,000
1195
$225K ﹤0.01%
7,237
-500
1196
$225K ﹤0.01%
8,000
-2,000
1197
$225K ﹤0.01%
11,399
-457
1198
$225K ﹤0.01%
+3,089
1199
$225K ﹤0.01%
21,981
+11,173
1200
$224K ﹤0.01%
+4,920
46 47
48
49 50