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
301
$3.21M 0.04%
+91,621
302
$3.2M 0.04%
129,040
+64,825
303
$3.18M 0.04%
47,030
-3,465
304
$3.17M 0.04%
78,049
-7,852
305
$3.17M 0.04%
+60,514
306
$3.15M 0.04%
96,614
-1,950
307
$3.14M 0.04%
67,782
-1,734
308
$3.14M 0.04%
+88,349
309
$3.1M 0.04%
15,478
-933
310
$3.05M 0.04%
69,671
+19,210
311
$2.98M 0.04%
139,690
+53,730
312
$2.96M 0.04%
39,402
+1,238
313
$2.96M 0.04%
60,001
+18,471
314
$2.94M 0.04%
32,301
-906
315
$2.94M 0.04%
42,490
+7,433
316
$2.91M 0.04%
35,882
+5,477
317
$2.88M 0.04%
51,161
+4,328
318
$2.88M 0.04%
+74,340
319
$2.79M 0.04%
32,284
+5,885
320
$2.79M 0.04%
31,831
+5,041
321
$2.78M 0.04%
79,876
+25,843
322
$2.78M 0.04%
+29,926
323
$2.78M 0.04%
+88,563
324
$2.73M 0.04%
+38,142
325
$2.72M 0.04%
31,115
-360
11 12
13
14 15