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
$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 12.88%
2 Financials 11.37%
3 Healthcare 10.33%
4 Energy 9.39%
5 Industrials 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$218K ﹤0.01%
3,887
+317
952
$218K ﹤0.01%
+4,608
953
$218K ﹤0.01%
4,890
-1,220
954
$216K ﹤0.01%
1,969
955
$216K ﹤0.01%
+14,955
956
$216K ﹤0.01%
10,972
+1,180
957
$215K ﹤0.01%
20,298
+5,332
958
$215K ﹤0.01%
+15,600
959
$214K ﹤0.01%
+3,683
960
$214K ﹤0.01%
18,750
961
$214K ﹤0.01%
8,229
+1,222
962
$212K ﹤0.01%
+7,363
963
$212K ﹤0.01%
+2,422
964
$212K ﹤0.01%
+7,892
965
$212K ﹤0.01%
2,718
-62
966
$212K ﹤0.01%
8,540
-4,460
967
$212K ﹤0.01%
+4,702
968
$211K ﹤0.01%
+2,862
969
$211K ﹤0.01%
21,642
-31,400
970
$210K ﹤0.01%
+11,919
971
$210K ﹤0.01%
+28,000
972
$209K ﹤0.01%
+4,053
973
$208K ﹤0.01%
6,505
-3,549
974
$207K ﹤0.01%
+6,513
975
$205K ﹤0.01%
+18,172
37 38
39
40 41