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
1226
$208K ﹤0.01%
3,431
-260
1227
$208K ﹤0.01%
+6,537
1228
$208K ﹤0.01%
+3,269
1229
$207K ﹤0.01%
5,785
-1,220
1230
$207K ﹤0.01%
+3,752
1231
$206K ﹤0.01%
+5,695
1232
$206K ﹤0.01%
+6,555
1233
$206K ﹤0.01%
+5,120
1234
$205K ﹤0.01%
+2,958
1235
$205K ﹤0.01%
24,148
+163
1236
$205K ﹤0.01%
17,688
-19,596
1237
$204K ﹤0.01%
5,557
-2,290
1238
$204K ﹤0.01%
11,443
1239
$203K ﹤0.01%
+7,004
1240
$203K ﹤0.01%
+3,252
1241
$203K ﹤0.01%
+9,506
1242
$202K ﹤0.01%
+2,371
1243
$202K ﹤0.01%
3,287
-623
1244
$202K ﹤0.01%
12,000
-3,000
1245
$201K ﹤0.01%
4,779
-217
1246
$201K ﹤0.01%
+5,594
1247
$201K ﹤0.01%
+10,432
1248
$200K ﹤0.01%
+3,660
1249
$200K ﹤0.01%
8,577
-1,253
1250
$198K ﹤0.01%
3,394
+1,010
48 49
50
51 52