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
801
$345K ﹤0.01%
3,599
-479
802
$345K ﹤0.01%
2,630
-153
803
$345K ﹤0.01%
23,385
+12,889
804
$343K ﹤0.01%
+7,173
805
$341K ﹤0.01%
7,478
-51
806
$341K ﹤0.01%
14,424
+2,988
807
$340K ﹤0.01%
10,250
+2,100
808
$339K ﹤0.01%
8,966
-2,310
809
$337K ﹤0.01%
17,020
810
$337K ﹤0.01%
19,460
811
$336K ﹤0.01%
2,500
-1,572
812
$335K ﹤0.01%
7,488
-12
813
$334K ﹤0.01%
8,963
814
$334K ﹤0.01%
40,730
+3,028
815
$334K ﹤0.01%
5,223
+392
816
$332K ﹤0.01%
+8,665
817
$331K ﹤0.01%
23,975
+1,325
818
$331K ﹤0.01%
+4,924
819
$329K ﹤0.01%
13,290
-35
820
$329K ﹤0.01%
+65,715
821
$326K ﹤0.01%
4,307
-236
822
$326K ﹤0.01%
+23,718
823
$325K ﹤0.01%
2,892
-1,321
824
$324K ﹤0.01%
10,700
-1,200
825
$323K ﹤0.01%
7,989
-1,296
31 32
33
34 35