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
601
$720K 0.01%
23,136
+10,633
602
$720K 0.01%
21,458
+2,553
603
$718K 0.01%
18,503
+4,780
604
$718K 0.01%
17,227
-9,966
605
$714K 0.01%
16,164
+1,632
606
$706K 0.01%
11,551
-588
607
$702K 0.01%
15,000
608
$698K 0.01%
71,275
609
$697K 0.01%
3,621
+752
610
$691K 0.01%
13,239
-53
611
$689K 0.01%
19,060
-16,854
612
$686K 0.01%
59,140
613
$686K 0.01%
35,635
+2,607
614
$686K 0.01%
4,785
-295
615
$678K 0.01%
5,771
+2,012
616
$677K 0.01%
+82,186
617
$669K 0.01%
+53,123
618
$666K 0.01%
14,550
+550
619
$664K 0.01%
+14,600
620
$660K 0.01%
49,450
-41,400
621
$657K 0.01%
17,426
-3,205
622
$651K 0.01%
20,923
+6,689
623
$650K 0.01%
8,247
+879
624
$647K 0.01%
21,452
+880
625
$645K 0.01%
10,610
-5,013
23 24
25
26 27