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
1201
$222K ﹤0.01%
+6,432
1202
$222K ﹤0.01%
15,570
+1,420
1203
$220K ﹤0.01%
2,653
1204
$220K ﹤0.01%
+9,293
1205
$219K ﹤0.01%
4,070
1206
$217K ﹤0.01%
5,508
-6,996
1207
$217K ﹤0.01%
8,098
+451
1208
$216K ﹤0.01%
+3,818
1209
$216K ﹤0.01%
+5,800
1210
$215K ﹤0.01%
3,665
-2,723
1211
$215K ﹤0.01%
+2,885
1212
$213K ﹤0.01%
4,611
-454
1213
$213K ﹤0.01%
10,150
1214
$213K ﹤0.01%
+6,115
1215
$212K ﹤0.01%
+1,329
1216
$212K ﹤0.01%
+27,625
1217
$212K ﹤0.01%
+2,590
1218
$211K ﹤0.01%
+3,986
1219
$211K ﹤0.01%
+9,805
1220
$211K ﹤0.01%
7,698
1221
$210K ﹤0.01%
2,145
-138,990
1222
$210K ﹤0.01%
3,630
-1,307
1223
$209K ﹤0.01%
+4,981
1224
$209K ﹤0.01%
4,796
-900
1225
$209K ﹤0.01%
+3,866
47 48
49
50 51