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
851
$294K ﹤0.01%
+39,452
852
$293K ﹤0.01%
8,961
+682
853
$291K ﹤0.01%
8,472
+47
854
$290K ﹤0.01%
+18,353
855
$288K ﹤0.01%
25,748
-25,000
856
$287K ﹤0.01%
+18,502
857
$287K ﹤0.01%
+20,950
858
$286K ﹤0.01%
+4,670
859
$286K ﹤0.01%
3,784
-1,384
860
$285K ﹤0.01%
+8,151
861
$284K ﹤0.01%
6,030
+953
862
$284K ﹤0.01%
+5,958
863
$283K ﹤0.01%
+5,712
864
$282K ﹤0.01%
7,279
+2,705
865
$281K ﹤0.01%
3,497
-1,777
866
$280K ﹤0.01%
+6,396
867
$278K ﹤0.01%
5,303
-454
868
$277K ﹤0.01%
+2,551
869
$276K ﹤0.01%
134,173
870
$275K ﹤0.01%
5,603
+189
871
$274K ﹤0.01%
13,609
-4,479
872
$274K ﹤0.01%
6,280
+1,155
873
$274K ﹤0.01%
+241
874
$274K ﹤0.01%
+4,511
875
$274K ﹤0.01%
6,376
-394
33 34
35
36 37