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
676
$532K 0.01%
+6,878
677
$529K 0.01%
80,753
+675
678
$524K 0.01%
36,199
+211
679
$523K 0.01%
23,581
680
$519K 0.01%
7,722
-1,530
681
$519K 0.01%
23,201
682
$514K 0.01%
6,857
-199
683
$514K 0.01%
3,690
+3,024
684
$513K 0.01%
10,956
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685
$510K 0.01%
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686
$506K 0.01%
43,975
687
$505K 0.01%
14,994
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688
$502K 0.01%
30,690
+5,976
689
$499K 0.01%
+31,287
690
$498K 0.01%
11,740
691
$497K 0.01%
+66,667
692
$494K 0.01%
8,089
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693
$494K 0.01%
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694
$493K 0.01%
20,046
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695
$493K 0.01%
14,386
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696
$492K 0.01%
7,559
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697
$491K 0.01%
9,374
+5
698
$491K 0.01%
107
+57
699
$489K 0.01%
+8,760
700
$488K 0.01%
+13,477
26 27
28
29 30