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
1301
$66K ﹤0.01%
+4,000
1302
$64K ﹤0.01%
15,439
1303
$63K ﹤0.01%
+13,151
1304
$60K ﹤0.01%
26,000
1305
$60K ﹤0.01%
14,681
1306
$59K ﹤0.01%
1,113
-1
1307
$54K ﹤0.01%
2,000
1308
$53K ﹤0.01%
27,000
1309
$53K ﹤0.01%
1,745
-360
1310
$53K ﹤0.01%
+202
1311
$50K ﹤0.01%
+10,319
1312
$49K ﹤0.01%
10,000
1313
$48K ﹤0.01%
+18,642
1314
$44K ﹤0.01%
3,675
1315
$44K ﹤0.01%
1,000
-291
1316
$34K ﹤0.01%
4,286
+1,429
1317
$34K ﹤0.01%
12,002
+2,000
1318
$34K ﹤0.01%
15,357
1319
$32K ﹤0.01%
500
1320
$32K ﹤0.01%
30,500
1321
$30K ﹤0.01%
1,160
+60
1322
$28K ﹤0.01%
1,102
1323
– –
0
1324
$27K ﹤0.01%
3,580
1325
$26K ﹤0.01%
1,042
51 52
53
54 55