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
876
$271K ﹤0.01%
5,787
+717
877
$270K ﹤0.01%
5,187
+364
878
$269K ﹤0.01%
34,170
879
$268K ﹤0.01%
15,110
880
$267K ﹤0.01%
+5,233
881
$267K ﹤0.01%
4,000
882
$266K ﹤0.01%
+2,110
883
$266K ﹤0.01%
6,325
-3,519
884
$266K ﹤0.01%
5,985
-803
885
$265K ﹤0.01%
+10,385
886
$262K ﹤0.01%
+2,774
887
$260K ﹤0.01%
+7,348
888
$258K ﹤0.01%
13,717
-1,259
889
$258K ﹤0.01%
5,915
-142
890
$257K ﹤0.01%
+50,860
891
$257K ﹤0.01%
19,907
+9,048
892
$256K ﹤0.01%
31,252
-5,809
893
$255K ﹤0.01%
+3,479
894
$254K ﹤0.01%
6,094
+1,133
895
$254K ﹤0.01%
6,089
+378
896
$254K ﹤0.01%
+7,105
897
$253K ﹤0.01%
3,815
-4,290
898
$253K ﹤0.01%
3,105
-33,055
899
$253K ﹤0.01%
15,879
+2,808
900
$252K ﹤0.01%
4,944
-1,046
34 35
36
37 38