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
151
$19.2M 0.15%
709,511
+17,791
152
$19M 0.15%
214,066
-1,357
153
$19M 0.15%
1,634,068
-75,236
154
$18.7M 0.15%
75
155
$18.7M 0.14%
409,407
-3,315
156
$18.6M 0.14%
214,488
-15,070
157
$18.2M 0.14%
344,217
-16,056
158
$18.2M 0.14%
131,197
+1,264
159
$18.1M 0.14%
501,127
-16,251
160
$18M 0.14%
214,863
-3,152
161
$17.9M 0.14%
74,100
162
$17.7M 0.14%
1,378,960
+17,490
163
$17.6M 0.14%
206,883
+1,971
164
$17.6M 0.14%
445,350
+21,970
165
$17.5M 0.14%
496,734
+40,962
166
$17.4M 0.13%
256,155
+5,454
167
$17.4M 0.13%
158,351
+11,388
168
$17.1M 0.13%
183,424
+111,179
169
$17M 0.13%
211,857
+7,688
170
$17M 0.13%
404,584
-69,014
171
$16.8M 0.13%
202,885
+3,925
172
$15.5M 0.12%
285,621
+49,388
173
$15.4M 0.12%
201,660
-6,064
174
$15.4M 0.12%
177,556
-5,951
175
$14M 0.11%
271,714
-12,200
5 6
7
8 9