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
126
$24.5M 0.19%
298,365
+41,951
127
$24.3M 0.19%
571,964
+76,469
128
$24.1M 0.19%
509,890
+244
129
$23.8M 0.18%
459,157
-63,029
130
$23.5M 0.18%
338,521
+134,282
131
$23.3M 0.18%
97,332
+5,770
132
$23.1M 0.18%
317,748
+28,485
133
$23M 0.18%
841,459
+832,098
134
$22.7M 0.18%
387,115
+2,238
135
$22.4M 0.17%
943,685
+197,388
136
$22.3M 0.17%
210,993
+7,772
137
$21.8M 0.17%
159,807
-2,501
138
$21.7M 0.17%
56,512
+10,579
139
$21.3M 0.17%
164,618
+11,895
140
$21.1M 0.16%
186,981
+165,869
141
$21M 0.16%
+651,638
142
$21M 0.16%
137,693
-1,923
143
$21M 0.16%
668,310
+160,866
144
$20.6M 0.16%
2,273,767
+239,205
145
$20.1M 0.16%
163,972
+113,744
146
$19.9M 0.15%
385,499
+1,577
147
$19.7M 0.15%
670,424
+89,064
148
$19.3M 0.15%
239,202
+211,369
149
$19.2M 0.15%
471,092
-14,659
150
$19.2M 0.15%
112,212
-870
4 5
6
7 8