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
626
$639K 0.01%
+9,944
627
$638K 0.01%
+20,014
628
$636K 0.01%
24,488
+9,958
629
$636K 0.01%
+32,605
630
$634K 0.01%
+7,615
631
$623K 0.01%
24,254
+49
632
$620K 0.01%
+11,825
633
$617K 0.01%
5,544
+1,684
634
$616K 0.01%
19,458
+9,706
635
$610K 0.01%
+3,414
636
$609K 0.01%
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637
$608K 0.01%
10,699
-2,675
638
$608K 0.01%
13,000
+1,180
639
$605K 0.01%
14,478
+1,556
640
$603K 0.01%
71,925
641
$601K 0.01%
10,046
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642
$601K 0.01%
18,109
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643
$593K 0.01%
9,385
-32
644
$590K 0.01%
9,092
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645
$589K 0.01%
2,339
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646
$587K 0.01%
9,278
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647
$583K 0.01%
17,436
-67
648
$582K 0.01%
+22,305
649
$577K 0.01%
21,931
+1,900
650
$577K 0.01%
16,223
+9,741
24 25
26
27 28