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
701
$483K 0.01%
11,813
-79
702
$482K 0.01%
22,607
-259,903
703
$478K 0.01%
9,687
+310
704
$477K 0.01%
9,580
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705
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20,914
+1,789
706
$477K 0.01%
+8,640
707
$475K 0.01%
18,195
708
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709
$469K 0.01%
12,592
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710
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10,581
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$465K 0.01%
4,972
712
$464K 0.01%
4,326
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713
$459K 0.01%
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714
$458K 0.01%
5,380
715
$458K 0.01%
7,780
-20
716
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12,238
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$454K 0.01%
8,377
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718
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719
$454K 0.01%
7,528
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720
$453K 0.01%
20,745
721
$452K 0.01%
8,051
+3,588
722
$448K 0.01%
5,674
-144
723
$446K 0.01%
12,487
724
$444K 0.01%
22,835
725
$444K 0.01%
55,000
27 28
29
30 31