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
526
$968K 0.01%
14,146
+3,480
527
$954K 0.01%
21,149
+1,270
528
$950K 0.01%
26,710
-400
529
$946K 0.01%
16,417
-6,296
530
$937K 0.01%
12,591
+6,809
531
$936K 0.01%
+10,532
532
$928K 0.01%
3,488
+339
533
$928K 0.01%
14,501
534
$926K 0.01%
7,641
+27
535
$923K 0.01%
20,293
+16,277
536
$923K 0.01%
72,733
-115
537
$920K 0.01%
13,865
+10,281
538
$919K 0.01%
+40,316
539
$917K 0.01%
29,792
+5,621
540
$914K 0.01%
+22,379
541
$911K 0.01%
20,023
+6,061
542
$909K 0.01%
+19,651
543
$900K 0.01%
13,965
+105
544
$881K 0.01%
14,718
+8,577
545
$876K 0.01%
25,321
+3,496
546
$872K 0.01%
+42,502
547
$854K 0.01%
10,800
+5,282
548
$845K 0.01%
1,341
549
$844K 0.01%
+12,513
550
$843K 0.01%
+10,323
20 21
22
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