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
576
$783K 0.01%
17,624
+1,055
577
$777K 0.01%
+9,709
578
$777K 0.01%
59,400
-9,950
579
$774K 0.01%
25,267
+9,266
580
$767K 0.01%
3,873
-1,664
581
$763K 0.01%
+15,618
582
$760K 0.01%
+12,599
583
$756K 0.01%
46,850
+5,400
584
$751K 0.01%
13,438
-934
585
$750K 0.01%
18,001
+8,897
586
$748K 0.01%
+51,708
587
$746K 0.01%
29,598
+9,353
588
$745K 0.01%
6,000
589
$744K 0.01%
19,793
+2,083
590
$739K 0.01%
13,043
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591
$738K 0.01%
24,274
-40,946
592
$736K 0.01%
+22,347
593
$735K 0.01%
51,270
+145
594
$735K 0.01%
20,723
+9,822
595
$734K 0.01%
+8,209
596
$731K 0.01%
6,054
+70
597
$730K 0.01%
13,395
+3,296
598
$730K 0.01%
+18,366
599
$729K 0.01%
68,927
-12,137
600
$724K 0.01%
8,524
+614
22 23
24
25 26