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
901
$251K ﹤0.01%
5,645
-10,420
902
$249K ﹤0.01%
+18,050
903
$249K ﹤0.01%
4,028
+288
904
$248K ﹤0.01%
2,560
905
$248K ﹤0.01%
163
906
$248K ﹤0.01%
+7,390
907
$247K ﹤0.01%
+6,710
908
$246K ﹤0.01%
1,888
-132
909
$245K ﹤0.01%
4,790
+210
910
$245K ﹤0.01%
9,231
-49
911
$245K ﹤0.01%
+7,770
912
$244K ﹤0.01%
+4,204
913
$244K ﹤0.01%
+6,290
914
$243K ﹤0.01%
10,319
-553
915
$242K ﹤0.01%
41,015
+2,468
916
$242K ﹤0.01%
13,934
+114
917
$241K ﹤0.01%
20,378
-958
918
$241K ﹤0.01%
3,190
+530
919
$240K ﹤0.01%
+5,412
920
$240K ﹤0.01%
5,710
921
$238K ﹤0.01%
8,201
+629
922
$237K ﹤0.01%
5,377
+707
923
$235K ﹤0.01%
13,916
+1,587
924
$235K ﹤0.01%
+5,968
925
$233K ﹤0.01%
3,598
+48
35 36
37
38 39