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
276
$3.9M 0.05%
+120,819
277
$3.89M 0.05%
+155,614
278
$3.88M 0.05%
55,471
+750
279
$3.76M 0.05%
62,017
+121
280
$3.76M 0.05%
76,135
-2,661
281
$3.74M 0.05%
15,493
+7,616
282
$3.73M 0.05%
59,937
+45,678
283
$3.7M 0.05%
54,116
+6,102
284
$3.57M 0.05%
56,396
+7,963
285
$3.57M 0.05%
91,505
+6,385
286
$3.55M 0.05%
3,066
+1,095
287
$3.53M 0.05%
+44,282
288
$3.48M 0.04%
94,854
+32,954
289
$3.45M 0.04%
17,737
+3,890
290
$3.43M 0.04%
48,625
+2,184
291
$3.41M 0.04%
344,855
+110,913
292
$3.37M 0.04%
208,976
+34,509
293
$3.35M 0.04%
28,029
+9,431
294
$3.35M 0.04%
313,308
+117,993
295
$3.31M 0.04%
97,153
-80,411
296
$3.29M 0.04%
9,137
+894
297
$3.28M 0.04%
62,018
-2,245
298
$3.23M 0.04%
90,608
-10,940
299
$3.23M 0.04%
+116,536
300
$3.22M 0.04%
+63,985
10 11
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