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
501
$1.06M 0.01%
16,086
+1,070
502
$1.05M 0.01%
+50,679
503
$1.05M 0.01%
24,790
-261
504
$1.04M 0.01%
31,000
505
$1.03M 0.01%
67,680
+2,742
506
$1.03M 0.01%
11,706
+7,636
507
$1.03M 0.01%
29,409
+26,671
508
$1.02M 0.01%
10,618
-307
509
$1.02M 0.01%
+18,758
510
$1.02M 0.01%
36,915
-195,839
511
$1.02M 0.01%
+28,959
512
$1.01M 0.01%
11,023
-94
513
$1M 0.01%
11,058
+2,759
514
$1M 0.01%
17,184
+7,245
515
$996K 0.01%
14,178
+8,724
516
$996K 0.01%
33,754
+15,114
517
$995K 0.01%
13,323
-192
518
$994K 0.01%
22,059
+1,972
519
$992K 0.01%
18,961
+76
520
$988K 0.01%
8,308
+1,128
521
$986K 0.01%
+28,265
522
$981K 0.01%
14,489
+9,393
523
$977K 0.01%
27,532
-68
524
$970K 0.01%
39,888
+6,843
525
$969K 0.01%
76,380
-1,000
19 20
21
22 23