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
626
$638K 0.01%
+20,014
627
$636K 0.01%
24,488
+9,958
628
$636K 0.01%
+32,605
629
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630
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631
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+11,825
632
$617K 0.01%
5,544
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633
$616K 0.01%
19,458
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634
$610K 0.01%
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635
$609K 0.01%
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636
$608K 0.01%
10,699
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637
$608K 0.01%
13,000
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638
$605K 0.01%
14,478
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639
$603K 0.01%
71,925
640
$601K 0.01%
18,109
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641
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2,339
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9,278
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646
$583K 0.01%
17,436
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647
$582K 0.01%
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648
$577K 0.01%
21,931
+1,900
649
$577K 0.01%
16,223
+9,741
650
$575K 0.01%
4,381
+808
24 25
26
27 28