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
101
$30.3M 0.23%
549,280
-27,591
102
$30.3M 0.23%
726,512
+8,189
103
$30.2M 0.23%
423,505
+39,070
104
$29.9M 0.23%
194,789
+5,477
105
$29.1M 0.23%
371,052
-19,367
106
$29.1M 0.23%
428,776
-23,067
107
$28.9M 0.22%
603,785
+531,565
108
$28.8M 0.22%
229,993
-5,835
109
$28.6M 0.22%
666,585
+140,897
110
$28.5M 0.22%
138,067
+18,211
111
$28.3M 0.22%
767,978
-21,292
112
$28.2M 0.22%
444,560
-4,922
113
$28M 0.22%
1,164,903
+69,060
114
$27.8M 0.22%
381,765
+21,030
115
$27.8M 0.22%
866,404
+32,176
116
$27.5M 0.21%
269,830
+212,137
117
$26.9M 0.21%
388,508
+50,878
118
$26.9M 0.21%
367,080
+4,212
119
$26.8M 0.21%
455,491
+12,359
120
$25.9M 0.2%
212,804
+13,085
121
$25.7M 0.2%
330,421
+130,456
122
$25.3M 0.2%
339,738
+1,967
123
$24.9M 0.19%
590,626
+71,699
124
$24.9M 0.19%
153,397
-1,711
125
$24.5M 0.19%
137,091
+8,689
3 4
5
6 7