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
1251
$198K ﹤0.01%
11,280
-145
1252
$195K ﹤0.01%
+10,650
1253
$189K ﹤0.01%
+12,100
1254
$189K ﹤0.01%
11,052
+20
1255
$189K ﹤0.01%
15,000
1256
$178K ﹤0.01%
30,818
-5,400
1257
$176K ﹤0.01%
21,277
+448
1258
$173K ﹤0.01%
+13,500
1259
$173K ﹤0.01%
15,500
1260
$173K ﹤0.01%
10,426
-5,452
1261
$173K ﹤0.01%
14,670
-7,941
1262
$172K ﹤0.01%
27,193
-297
1263
$171K ﹤0.01%
10,000
1264
$171K ﹤0.01%
17,443
1265
$167K ﹤0.01%
5,040
-10
1266
$161K ﹤0.01%
71,074
1267
$157K ﹤0.01%
14,717
-4,677
1268
$155K ﹤0.01%
1,658
-545
1269
$155K ﹤0.01%
3,942
1270
$155K ﹤0.01%
15,783
-218
1271
$154K ﹤0.01%
11,183
-83
1272
$154K ﹤0.01%
10,728
+157
1273
$149K ﹤0.01%
+10,500
1274
$147K ﹤0.01%
20,010
+10,000
1275
$147K ﹤0.01%
15,544
-5,000
49 50
51
52 53