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
51
$41.9M 0.54%
1,759,006
+74,744
52
$40.6M 0.52%
428,054
+9,642
53
$40.2M 0.52%
528,779
+25,631
54
$40.1M 0.52%
895,432
+64,639
55
$39M 0.5%
722,374
+560,451
56
$37.9M 0.49%
297,173
+258,305
57
$37.7M 0.48%
422,932
+45,933
58
$36.4M 0.47%
432,125
+9,338
59
$36M 0.46%
181,526
+15,223
60
$33.9M 0.44%
815,437
+65,160
61
$33.9M 0.44%
586,837
+126,185
62
$31.7M 0.41%
346,453
+7,008
63
$31.6M 0.41%
507,950
+3,382
64
$31.5M 0.41%
662,638
+26,459
65
$30.8M 0.4%
576,560
+76,680
66
$30.1M 0.39%
+589,196
67
$30.1M 0.39%
+480,128
68
$30M 0.39%
792,716
+25,650
69
$29.7M 0.38%
321,895
+16,768
70
$29.5M 0.38%
1,107,178
+138,942
71
$28.9M 0.37%
223,198
+6,389
72
$28.4M 0.37%
417,385
+243,779
73
$28.1M 0.36%
732,888
+52,669
74
$27.9M 0.36%
222,759
+16,534
75
$27.3M 0.35%
998,815
+90,575
1 2
3
4 5