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
26
$68.5M 0.88%
1,967,576
+323,634
27
$65.1M 0.84%
870,279
+65,183
28
$59.7M 0.77%
2,234,716
+302,016
29
$58.8M 0.76%
325,779
+42,381
30
$56.6M 0.73%
478,065
-27,096
31
$54.8M 0.71%
505,548
+20,596
32
$54.4M 0.7%
3,191,483
+2,069,829
33
$53.8M 0.69%
675,585
+95,220
34
$53.7M 0.69%
1,275,300
-39,357
35
$51.9M 0.67%
494,530
+23,835
36
$51.4M 0.66%
863,105
+9,669
37
$50.7M 0.65%
498,989
+35,120
38
$50.6M 0.65%
578,400
+247,257
39
$48.5M 0.62%
596,390
+18,059
40
$48.5M 0.62%
3,278,329
+347,226
41
$48.3M 0.62%
453,614
+22,855
42
$46.2M 0.59%
1,225,034
+152,038
43
$46M 0.59%
465,321
+43,507
44
$45.3M 0.58%
322,735
+24,568
45
$43.9M 0.56%
958,787
+5,799
46
$43.6M 0.56%
841,894
+594,360
47
$43.5M 0.56%
1,730,236
+582,275
48
$43.2M 0.56%
312,713
+72,109
49
$43.1M 0.55%
1,030,906
+22,657
50
$41.9M 0.54%
168,169
+43,656
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