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
326
$2.72M 0.04%
66,707
+10,327
327
$2.72M 0.03%
72,712
-55,172
328
$2.71M 0.03%
46,802
-667
329
$2.69M 0.03%
16,302
+1,359
330
$2.68M 0.03%
20,306
+6,328
331
$2.57M 0.03%
158,955
+40,110
332
$2.57M 0.03%
26,292
+127
333
$2.53M 0.03%
23,942
+4,721
334
$2.5M 0.03%
63,642
+15,393
335
$2.49M 0.03%
+34,718
336
$2.49M 0.03%
+63,996
337
$2.49M 0.03%
33,285
-15,166
338
$2.48M 0.03%
49,556
+5,725
339
$2.46M 0.03%
48,806
+6,310
340
$2.46M 0.03%
+151,387
341
$2.46M 0.03%
+80,641
342
$2.43M 0.03%
106,635
+1,300
343
$2.42M 0.03%
24,763
-1,143
344
$2.39M 0.03%
194,150
+4,090
345
$2.34M 0.03%
61,963
+18,214
346
$2.33M 0.03%
33,759
+10,923
347
$2.31M 0.03%
13,573
-4,008
348
$2.3M 0.03%
40,512
-1,606
349
$2.27M 0.03%
32,824
+10,421
350
$2.26M 0.03%
51,852
+11,384
12 13
14
15 16