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
726
$443K 0.01%
7,782
+2,004
727
$443K 0.01%
10,062
-683
728
$443K 0.01%
+8,603
729
$443K 0.01%
5,854
+2,854
730
$441K 0.01%
19,351
+5,112
731
$437K 0.01%
5,121
+61
732
$437K 0.01%
52,875
-1,191
733
$435K 0.01%
+32,486
734
$435K 0.01%
13,061
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735
$434K 0.01%
7,914
+697
736
$434K 0.01%
+1,820
737
$433K 0.01%
11,308
+201
738
$433K 0.01%
3,562
+100
739
$433K 0.01%
+3,511
740
$430K 0.01%
15,856
741
$429K 0.01%
23,372
+11,520
742
$429K 0.01%
6,685
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743
$428K 0.01%
36,400
744
$428K 0.01%
9,846
745
$427K 0.01%
8,564
-1,146
746
$424K 0.01%
+9,767
747
$424K 0.01%
+4,907
748
$423K 0.01%
13,818
+1,131
749
$420K 0.01%
+28,476
750
$419K 0.01%
6,595
+28
28 29
30
31 32