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
476
$1.17M 0.02%
9,914
+2,599
477
$1.16M 0.02%
29,456
-266
478
$1.16M 0.02%
18,963
+10,094
479
$1.16M 0.02%
+24,337
480
$1.16M 0.01%
16,997
+7,053
481
$1.15M 0.01%
14,223
+4,919
482
$1.15M 0.01%
15,607
+3,781
483
$1.15M 0.01%
62,603
-4,192
484
$1.13M 0.01%
50,555
+3,703
485
$1.12M 0.01%
32,067
+2,350
486
$1.11M 0.01%
20,768
+12,341
487
$1.11M 0.01%
43,650
488
$1.11M 0.01%
13,212
+2,702
489
$1.1M 0.01%
+92,200
490
$1.1M 0.01%
14,970
-32
491
$1.1M 0.01%
5,873
+2,027
492
$1.1M 0.01%
50,826
+24,709
493
$1.09M 0.01%
9,553
+95
494
$1.09M 0.01%
+102,439
495
$1.09M 0.01%
+23,766
496
$1.08M 0.01%
+20,254
497
$1.08M 0.01%
26,801
+3,200
498
$1.08M 0.01%
23,933
+6,929
499
$1.08M 0.01%
11,941
+75
500
$1.07M 0.01%
19,968
-6,369
18 19
20
21 22