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
1276
$146K ﹤0.01%
+10,168
1277
$146K ﹤0.01%
26,869
-5,000
1278
$145K ﹤0.01%
+10,034
1279
$144K ﹤0.01%
+10,264
1280
$141K ﹤0.01%
20,293
+274
1281
$138K ﹤0.01%
+14,572
1282
$137K ﹤0.01%
13,372
1283
$133K ﹤0.01%
11,257
-30
1284
$130K ﹤0.01%
10,254
+203
1285
$129K ﹤0.01%
17,825
1286
$128K ﹤0.01%
60,000
+40,000
1287
$125K ﹤0.01%
+10,044
1288
$121K ﹤0.01%
+91
1289
$119K ﹤0.01%
+10,378
1290
$102K ﹤0.01%
+16,580
1291
$100K ﹤0.01%
12,000
1292
$97K ﹤0.01%
12,076
+826
1293
$91K ﹤0.01%
2,837
+860
1294
$83K ﹤0.01%
300
1295
$83K ﹤0.01%
14,900
1296
$81K ﹤0.01%
2,500
1297
$78K ﹤0.01%
+17,560
1298
$75K ﹤0.01%
19,410
-324
1299
$71K ﹤0.01%
5,884
1300
$70K ﹤0.01%
133,750
50 51
52
53 54