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
376
$1.97M 0.03%
81,886
+62,106
377
$1.95M 0.03%
120,417
+984
378
$1.94M 0.03%
89,606
+79,606
379
$1.92M 0.02%
17,529
+945
380
$1.91M 0.02%
+38,137
381
$1.91M 0.02%
44,346
-1,485
382
$1.9M 0.02%
+13,284
383
$1.89M 0.02%
+33,738
384
$1.88M 0.02%
30,869
+121
385
$1.87M 0.02%
42,122
-4,380
386
$1.86M 0.02%
57,564
-1,804
387
$1.85M 0.02%
34,977
+26,689
388
$1.84M 0.02%
236,410
+156,728
389
$1.84M 0.02%
+24,485
390
$1.82M 0.02%
32,938
+5,183
391
$1.82M 0.02%
+23,700
392
$1.82M 0.02%
47,805
+10,322
393
$1.8M 0.02%
45,159
-1,635
394
$1.79M 0.02%
+25,992
395
$1.79M 0.02%
39,479
+33,697
396
$1.77M 0.02%
31,803
-1,070
397
$1.77M 0.02%
16,065
+14,140
398
$1.74M 0.02%
14,430
+604
399
$1.73M 0.02%
35,811
+5,976
400
$1.72M 0.02%
17,494
+3,110
14 15
16
17 18