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
426
$1.44M 0.02%
38,857
-13,229
427
$1.43M 0.02%
25,458
+6,331
428
$1.43M 0.02%
19,281
-3,100
429
$1.43M 0.02%
32,603
+3,563
430
$1.42M 0.02%
29,762
+4,837
431
$1.42M 0.02%
14,747
+6,648
432
$1.41M 0.02%
44,921
-4,290
433
$1.41M 0.02%
33,539
+4,471
434
$1.4M 0.02%
39,968
+3,382
435
$1.39M 0.02%
41,688
+10,872
436
$1.39M 0.02%
21,767
-1,546
437
$1.38M 0.02%
21,358
+5,069
438
$1.36M 0.02%
121,572
+19,984
439
$1.35M 0.02%
20,261
+4,859
440
$1.34M 0.02%
40,677
-2,406
441
$1.32M 0.02%
22,993
+6,260
442
$1.31M 0.02%
28,143
+7,038
443
$1.31M 0.02%
81,431
+9,547
444
$1.3M 0.02%
31,437
+690
445
$1.29M 0.02%
23,430
-2,625
446
$1.29M 0.02%
35,250
447
$1.29M 0.02%
20,951
+3,305
448
$1.29M 0.02%
25,985
+13,302
449
$1.28M 0.02%
+37,348
450
$1.28M 0.02%
54,538
-71,989
16 17
18
19 20