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
$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
226
$5.95M 0.08%
173,656
+135,129
227
$5.95M 0.08%
+231,596
228
$5.92M 0.08%
545,013
+19,488
229
$5.89M 0.08%
114,209
+100,095
230
$5.85M 0.08%
62,523
+18,496
231
$5.8M 0.07%
138,291
+4,866
232
$5.77M 0.07%
152,142
+9
233
$5.69M 0.07%
149,823
+133,869
234
$5.64M 0.07%
77,386
+23,633
235
$5.61M 0.07%
+134,945
236
$5.57M 0.07%
16,836
+3,043
237
$5.55M 0.07%
+101,605
238
$5.49M 0.07%
74,766
-3,946
239
$5.47M 0.07%
288,215
-4,802
240
$5.45M 0.07%
+84,945
241
$5.45M 0.07%
285,585
+220,491
242
$5.4M 0.07%
57,560
-10
243
$5.23M 0.07%
270,563
+252,667
244
$5.08M 0.07%
159,198
+99,973
245
$5.04M 0.06%
+54,011
246
$4.99M 0.06%
+71,119
247
$4.96M 0.06%
33,927
-2,429
248
$4.96M 0.06%
115,941
+2,125
249
$4.88M 0.06%
48,741
+6,390
250
$4.86M 0.06%
+50,723
8 9
10
11 12