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
826
$321K ﹤0.01%
22,616
+6,939
827
$320K ﹤0.01%
12,396
828
$320K ﹤0.01%
+3,048
829
$320K ﹤0.01%
43,496
+25,496
830
$319K ﹤0.01%
15,555
831
$313K ﹤0.01%
8,052
832
$312K ﹤0.01%
10,574
+1,800
833
$312K ﹤0.01%
3,082
+618
834
$311K ﹤0.01%
5,330
+1,380
835
$311K ﹤0.01%
+15,012
836
$311K ﹤0.01%
6,915
837
$311K ﹤0.01%
3,164
+499
838
$310K ﹤0.01%
4,216
+757
839
$310K ﹤0.01%
+3,444
840
$310K ﹤0.01%
4,960
+460
841
$309K ﹤0.01%
30,920
+1,576
842
$308K ﹤0.01%
4,816
-100
843
$308K ﹤0.01%
+8,987
844
$305K ﹤0.01%
28,297
-200
845
$303K ﹤0.01%
6,338
+613
846
$301K ﹤0.01%
8,969
-200
847
$298K ﹤0.01%
+1,852
848
$298K ﹤0.01%
+9,627
849
$295K ﹤0.01%
2,663
-6,550
850
$294K ﹤0.01%
4,298
+116
32 33
34
35 36