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
351
$2.25M 0.03%
33,811
+14,746
352
$2.22M 0.03%
33,892
+24,244
353
$2.2M 0.03%
21,609
+11,342
354
$2.19M 0.03%
+105,300
355
$2.18M 0.03%
+125,570
356
$2.18M 0.03%
3,422
+529
357
$2.17M 0.03%
45,401
+16,558
358
$2.15M 0.03%
+65,190
359
$2.14M 0.03%
22,400
-471
360
$2.1M 0.03%
29,606
+5,129
361
$2.09M 0.03%
23,986
+309
362
$2.09M 0.03%
50,328
-230
363
$2.08M 0.03%
400,584
+113,785
364
$2.08M 0.03%
41,826
+4,383
365
$2.08M 0.03%
81,933
+60,190
366
$2.08M 0.03%
50,420
-26,914
367
$2.07M 0.03%
38,512
+8,079
368
$2.06M 0.03%
38,681
-15,742
369
$2.04M 0.03%
24,160
+5,054
370
$2.04M 0.03%
15,436
+6,516
371
$2.03M 0.03%
300,866
+108,668
372
$2.03M 0.03%
+43,984
373
$2M 0.03%
80,394
-4,645
374
$1.97M 0.03%
+55,406
375
$1.97M 0.03%
49,668
+5,517
13 14
15
16 17