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
651
$575K 0.01%
4,381
+808
652
$575K 0.01%
6,336
+2,959
653
$575K 0.01%
28,699
+936
654
$574K 0.01%
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655
$573K 0.01%
10,549
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656
$563K 0.01%
3,532
+1,629
657
$562K 0.01%
+18,212
658
$560K 0.01%
28,437
+2,960
659
$557K 0.01%
66,448
+41,448
660
$556K 0.01%
15,588
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661
$555K 0.01%
+8,068
662
$553K 0.01%
+16,130
663
$551K 0.01%
6,810
+2,219
664
$542K 0.01%
24,111
+3,949
665
$539K 0.01%
3,329
+1,278
666
$539K 0.01%
+20,010
667
$538K 0.01%
13,185
-654
668
$538K 0.01%
16,457
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669
$538K 0.01%
7,349
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670
$538K 0.01%
37,639
+10,430
671
$538K 0.01%
13,407
+4,473
672
$537K 0.01%
5,425
+661
673
$537K 0.01%
13,012
-1,032
674
$537K 0.01%
+23,010
675
$536K 0.01%
12,752
-7,644
25 26
27
28 29