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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
$5.47B
AUM Growth
+$496M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
895
New
Increased
Reduced
Closed

Top Buys

1
+$9.43M
2
+$7.49M
3
+$7.45M
4
WFC icon
Wells Fargo
WFC
+$7.25M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$6.9M

Top Sells

1
+$62.9M
2
+$6.16M
3
+$6.04M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$5.97M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$5.26M

Sector Composition

1 Technology 12.61%
2 Healthcare 11.55%
3 Financials 11.37%
4 Industrials 10.16%
5 Energy 10.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
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-15,408
877
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-2,254,218
878
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-34,914
879
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-1,631
880
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-35,799
881
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-5,346
882
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-130,858
883
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-2,012
884
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-18,554
885
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-2,053
886
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887
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-79,248
888
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-10,881
889
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-15,985
890
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-4,475
891
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-35,000
892
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893
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-24,266
894
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-53,920
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