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
776
$378K ﹤0.01%
+6,489
777
$378K ﹤0.01%
12,357
-200
778
$375K ﹤0.01%
11,515
+1,000
779
$375K ﹤0.01%
+7,198
780
$373K ﹤0.01%
11,200
781
$371K ﹤0.01%
+26,791
782
$370K ﹤0.01%
18,251
783
$369K ﹤0.01%
+19,935
784
$365K ﹤0.01%
8,510
-3,200
785
$363K ﹤0.01%
+11,169
786
$363K ﹤0.01%
6,240
787
$361K ﹤0.01%
2,313
+535
788
$361K ﹤0.01%
2,500
789
$359K ﹤0.01%
+60,000
790
$358K ﹤0.01%
585
791
$355K ﹤0.01%
8,782
+988
792
$355K ﹤0.01%
12,160
793
$355K ﹤0.01%
9,460
+450
794
$354K ﹤0.01%
56
795
$354K ﹤0.01%
5,831
+1,805
796
$354K ﹤0.01%
13,766
-2,384
797
$351K ﹤0.01%
26,298
+5,891
798
$348K ﹤0.01%
+4,760
799
$348K ﹤0.01%
9,832
+7
800
$347K ﹤0.01%
+21,400
30 31
32
33 34