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
451
$1.28M 0.02%
48,253
+11,219
452
$1.27M 0.02%
+19,198
453
$1.27M 0.02%
222,181
-628
454
$1.27M 0.02%
43,458
+2,526
455
$1.25M 0.02%
13,351
+6,611
456
$1.25M 0.02%
+68,475
457
$1.25M 0.02%
10,112
+3,965
458
$1.24M 0.02%
18,646
+4,167
459
$1.24M 0.02%
17,844
-88,318
460
$1.24M 0.02%
29,556
+5,780
461
$1.23M 0.02%
36,802
+9,222
462
$1.22M 0.02%
32,088
+10,541
463
$1.22M 0.02%
46,022
+6,002
464
$1.22M 0.02%
106,535
+521
465
$1.22M 0.02%
28,400
466
$1.21M 0.02%
29,672
+7,997
467
$1.21M 0.02%
24,146
+383
468
$1.2M 0.02%
+303,500
469
$1.2M 0.02%
17,600
+31
470
$1.2M 0.02%
19,896
-79
471
$1.18M 0.02%
21,628
+374
472
$1.18M 0.02%
+41,480
473
$1.18M 0.02%
24,916
+2,745
474
$1.18M 0.02%
15,504
+100
475
$1.17M 0.02%
12,355
+3,244
17 18
19
20 21