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
551
$840K 0.01%
56,890
+10,940
552
$839K 0.01%
36,024
+1,880
553
$832K 0.01%
37,133
-8,892
554
$828K 0.01%
10,866
+1,974
555
$825K 0.01%
18,866
+431
556
$824K 0.01%
3,182
+137
557
$822K 0.01%
23,006
+7,704
558
$820K 0.01%
+34,300
559
$817K 0.01%
23,757
+6,337
560
$815K 0.01%
52,000
561
$815K 0.01%
+2,961
562
$813K 0.01%
28,088
-2,270
563
$812K 0.01%
9,252
+6,181
564
$811K 0.01%
14,711
+1,761
565
$811K 0.01%
5,952
+179
566
$809K 0.01%
+37,283
567
$807K 0.01%
23,234
+197
568
$806K 0.01%
+6,124
569
$804K 0.01%
45,968
+8,045
570
$802K 0.01%
16,308
+9,577
571
$802K 0.01%
+45,270
572
$801K 0.01%
63,000
573
$790K 0.01%
9,880
+4,849
574
$788K 0.01%
53,783
+32,760
575
$787K 0.01%
+24,786
21 22
23
24 25