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
751
$416K 0.01%
9,526
-1,669
752
$413K 0.01%
13,360
-23,284
753
$413K 0.01%
10,086
+800
754
$408K 0.01%
21,760
+8,770
755
$407K 0.01%
57,936
-2,646
756
$407K 0.01%
+7,358
757
$406K 0.01%
12,888
-292
758
$406K 0.01%
4,720
+5
759
$404K 0.01%
+25,204
760
$403K 0.01%
4,425
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761
$401K 0.01%
9,744
+970
762
$399K 0.01%
12,925
+75
763
$399K 0.01%
+8,987
764
$399K 0.01%
20,000
-200
765
$398K 0.01%
+12,926
766
$395K 0.01%
3,286
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767
$392K 0.01%
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768
$391K 0.01%
8,209
-2,348
769
$391K 0.01%
4,005
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770
$389K 0.01%
8,751
+1,798
771
$389K 0.01%
5,556
-1,041
772
$387K 0.01%
36,452
+355
773
$386K 0.01%
17,349
-3,567
774
$382K ﹤0.01%
42,000
775
$380K ﹤0.01%
105,240
+6,655
29 30
31
32 33