JMPWA

JP Morgan Private Wealth Advisors Portfolio holdings

AUM $35B
1-Year Est. Return 24.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.26%
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 12.88%
2 Financials 11.37%
3 Healthcare 10.33%
4 Energy 9.39%
5 Industrials 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$345K ﹤0.01%
23,385
+12,889
802
$345K ﹤0.01%
3,599
-479
803
$343K ﹤0.01%
+7,173
804
$341K ﹤0.01%
7,478
-51
805
$341K ﹤0.01%
14,424
+2,988
806
$340K ﹤0.01%
10,250
+2,100
807
$339K ﹤0.01%
8,966
-2,310
808
$337K ﹤0.01%
17,020
809
$337K ﹤0.01%
19,460
810
$336K ﹤0.01%
2,500
-1,572
811
$335K ﹤0.01%
7,488
-12
812
$334K ﹤0.01%
40,730
+3,028
813
$334K ﹤0.01%
5,223
+392
814
$334K ﹤0.01%
8,963
815
$332K ﹤0.01%
+8,665
816
$331K ﹤0.01%
23,975
+1,325
817
$331K ﹤0.01%
+4,924
818
$329K ﹤0.01%
13,290
-35
819
$329K ﹤0.01%
+65,715
820
$326K ﹤0.01%
4,307
-236
821
$326K ﹤0.01%
+23,718
822
$325K ﹤0.01%
2,892
-1,321
823
$324K ﹤0.01%
10,700
-1,200
824
$323K ﹤0.01%
7,989
-1,296
825
$321K ﹤0.01%
22,616
+6,939
31 32
33
34 35