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
201
$10.6M 0.08%
108,418
+15,522
202
$10.5M 0.08%
176,460
-11,664
203
$10.5M 0.08%
92,666
-2,020
204
$10.4M 0.08%
259,986
+95,936
205
$10.4M 0.08%
241,768
-4,579
206
$10.4M 0.08%
139,670
-95,071
207
$10.3M 0.08%
139,071
-4,576
208
$10.3M 0.08%
80,418
+4,023
209
$10.2M 0.08%
78,134
-2,014
210
$10M 0.08%
289,120
+137,451
211
$9.91M 0.08%
185,870
+13,576
212
$9.86M 0.08%
124,678
-9,049
213
$9.85M 0.08%
303,126
+48,366
214
$9.7M 0.08%
82,099
-2,970
215
$9.7M 0.08%
83,925
+8,798
216
$9.69M 0.08%
117,610
-57
217
$9.66M 0.07%
129,209
218
$9.51M 0.07%
219,308
+374
219
$9.5M 0.07%
64,102
+3,010
220
$9.47M 0.07%
198,518
+2,571
221
$9.45M 0.07%
88,057
+14,568
222
$9.37M 0.07%
57,139
+30,825
223
$9.36M 0.07%
185,696
-4,365
224
$9.35M 0.07%
187,528
+23,829
225
$9.25M 0.07%
72,066
+34,045
7 8
9
10 11