JPMPWA

J.P. 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
$7.78B
AUM Growth
+$1.85B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,130
New
Increased
Reduced
Closed

Top Buys

1
+$152M
2
+$123M
3
+$108M
4
OEF icon
iShares S&P 100 ETF
OEF
+$105M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$48.6M

Top Sells

1
+$16.7M
2
+$8.76M
3
+$6.43M
4
IWC icon
iShares Micro-Cap ETF
IWC
+$6.14M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$5.54M

Sector Composition

1 Technology 12.92%
2 Financials 11.4%
3 Healthcare 10.33%
4 Energy 9.39%
5 Industrials 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$287M 3.69%
11,387,492
+4,865,240
2
$161M 2.07%
1,465,918
+32,891
3
$152M 1.95%
+2,578,510
4
$141M 1.81%
1,182,112
+31,358
5
$122M 1.57%
617,791
+225,289
6
$120M 1.54%
1,361,730
+1,191,509
7
$119M 1.53%
1,506,119
+1,360,206
8
$115M 1.48%
1,377,669
+86,062
9
$115M 1.48%
1,492,933
+631,789
10
$104M 1.34%
1,109,395
+43,282
11
$98.6M 1.27%
803,029
+36,171
12
$95.1M 1.22%
949,740
+121,095
13
$94.8M 1.22%
3,263,114
+453,963
14
$93M 1.2%
1,544,264
+414,810
15
$86M 1.11%
924,067
+99,264
16
$82M 1.05%
749,510
+50,883
17
$81.8M 1.05%
752,767
-19,324
18
$78.6M 1.01%
433,130
+41,832
19
$78.2M 1.01%
1,686,459
+259,033
20
$76.1M 0.98%
651,432
+22,795
21
$75.8M 0.98%
1,516,935
+494,974
22
$75.1M 0.97%
704,874
+157,495
23
$73.1M 0.94%
1,409,880
+95,870
24
$71.9M 0.92%
1,081,655
+125,058
25
$68.5M 0.88%
2,442,883
+78,997
1
2 3 4 5