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
176
$13.8M 0.11%
185,366
+4,712
177
$13.7M 0.11%
198,058
+8,390
178
$13.6M 0.11%
284,616
+7,424
179
$13.6M 0.11%
1,242,437
+29,967
180
$13.5M 0.1%
49,290
-1,679
181
$13.4M 0.1%
169,516
+112,675
182
$13.4M 0.1%
68,655
+1,686
183
$13M 0.1%
126,963
+22,599
184
$12.8M 0.1%
154,975
-55,479
185
$12.8M 0.1%
77,603
+509
186
$12.6M 0.1%
106,325
+2,079
187
$12.5M 0.1%
734,267
+373,120
188
$12.5M 0.1%
251,325
+54,475
189
$12.4M 0.1%
88,070
+81,941
190
$12.3M 0.1%
109,372
+9,968
191
$12.2M 0.09%
282,458
-1,062
192
$11.8M 0.09%
255,393
-3,059
193
$11.7M 0.09%
77,895
+64,794
194
$11.6M 0.09%
134,308
-6,782
195
$11.5M 0.09%
249,868
+30,386
196
$11.4M 0.09%
109,194
+5,216
197
$11.1M 0.09%
178,362
+21,385
198
$11.1M 0.09%
163,193
-26,685
199
$11M 0.09%
167,955
+7,767
200
$10.8M 0.08%
73,332
+56,623
6 7
8
9 10