JMPWA

JP Morgan Private Wealth Advisors Portfolio holdings

AUM $35B
1-Year Est. Return 24.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.26%
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 12.88%
2 Financials 11.37%
3 Healthcare 10.33%
4 Energy 9.39%
5 Industrials 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$954K 0.01%
21,149
+1,270
527
$950K 0.01%
26,710
-400
528
$946K 0.01%
16,417
-6,296
529
$937K 0.01%
12,591
+6,809
530
$936K 0.01%
+10,532
531
$928K 0.01%
3,488
+339
532
$928K 0.01%
14,501
533
$926K 0.01%
7,641
+27
534
$923K 0.01%
20,293
+16,277
535
$923K 0.01%
72,733
-115
536
$920K 0.01%
13,865
+10,281
537
$919K 0.01%
+40,316
538
$917K 0.01%
29,792
+5,621
539
$914K 0.01%
+22,379
540
$911K 0.01%
20,023
+6,061
541
$909K 0.01%
+19,651
542
$900K 0.01%
139,650
+1,050
543
$881K 0.01%
14,718
+8,577
544
$876K 0.01%
25,321
+3,496
545
$872K 0.01%
+42,502
546
$854K 0.01%
10,800
+5,282
547
$845K 0.01%
1,341
548
$844K 0.01%
+12,513
549
$843K 0.01%
+10,323
550
$840K 0.01%
56,890
+10,940
20 21
22
23 24