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
926
$232K ﹤0.01%
21,477
+143
927
$232K ﹤0.01%
+3,997
928
$232K ﹤0.01%
4,535
-3,350
929
$230K ﹤0.01%
5,047
-74
930
$228K ﹤0.01%
5,099
-126
931
$228K ﹤0.01%
11,919
932
$228K ﹤0.01%
2,908
+63
933
$228K ﹤0.01%
4,245
-3,614
934
$227K ﹤0.01%
+8,809
935
$227K ﹤0.01%
5,713
-1,310
936
$227K ﹤0.01%
+6,510
937
$227K ﹤0.01%
16,742
+2,300
938
$226K ﹤0.01%
+8,964
939
$226K ﹤0.01%
3,234
+440
940
$226K ﹤0.01%
+7,621
941
$226K ﹤0.01%
5,081
-454
942
$225K ﹤0.01%
4,291
-542
943
$225K ﹤0.01%
4,543
-195
944
$224K ﹤0.01%
1,575
-4,782
945
$223K ﹤0.01%
+20,000
946
$222K ﹤0.01%
5,600
-760
947
$222K ﹤0.01%
6,220
+1,266
948
$221K ﹤0.01%
11,820
949
$221K ﹤0.01%
+3,770
950
$220K ﹤0.01%
4,525
-200
36 37
38
39 40