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
676
$529K 0.01%
80,753
+675
677
$524K 0.01%
36,199
+211
678
$523K 0.01%
23,581
679
$519K 0.01%
7,722
-1,530
680
$519K 0.01%
23,201
681
$514K 0.01%
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-199
682
$514K 0.01%
3,690
+3,024
683
$513K 0.01%
10,956
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$510K 0.01%
17,880
685
$506K 0.01%
43,975
686
$505K 0.01%
14,994
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687
$502K 0.01%
30,690
+5,976
688
$499K 0.01%
+31,287
689
$498K 0.01%
11,740
690
$497K 0.01%
+66,667
691
$494K 0.01%
8,089
-1,908
692
$494K 0.01%
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693
$493K 0.01%
20,046
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694
$493K 0.01%
14,386
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695
$492K 0.01%
7,559
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696
$491K 0.01%
9,374
+5
697
$491K 0.01%
107
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698
$489K 0.01%
+8,760
699
$488K 0.01%
+13,477
700
$483K 0.01%
11,813
-79
26 27
28
29 30