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
401
$1.72M 0.02%
37,803
+189
402
$1.72M 0.02%
75,964
+6,634
403
$1.71M 0.02%
17,300
+6,781
404
$1.71M 0.02%
23,746
+6,083
405
$1.7M 0.02%
46,267
+1,643
406
$1.67M 0.02%
18,984
+1,452
407
$1.66M 0.02%
8,009
+4,341
408
$1.65M 0.02%
5,765
+4,503
409
$1.64M 0.02%
9,900
+1,167
410
$1.62M 0.02%
16,142
+29
411
$1.61M 0.02%
36,289
+2,082
412
$1.61M 0.02%
12,654
+8,748
413
$1.57M 0.02%
54,759
-8,265
414
$1.57M 0.02%
18,551
-6,175
415
$1.55M 0.02%
38,900
+797
416
$1.55M 0.02%
46,774
+38,522
417
$1.52M 0.02%
13,578
+4,338
418
$1.52M 0.02%
36,655
+21,875
419
$1.52M 0.02%
170,242
-148
420
$1.51M 0.02%
17,933
-1,757
421
$1.49M 0.02%
9,951
+6,570
422
$1.49M 0.02%
27,209
+3,766
423
$1.47M 0.02%
42,120
-3,664
424
$1.46M 0.02%
44,729
+36,401
425
$1.45M 0.02%
26,802
+19,642
15 16
17
18 19