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
951
$219K ﹤0.01%
+12,060
952
$218K ﹤0.01%
3,887
+317
953
$218K ﹤0.01%
+4,608
954
$218K ﹤0.01%
4,890
-1,220
955
$216K ﹤0.01%
1,969
956
$216K ﹤0.01%
+14,955
957
$216K ﹤0.01%
10,972
+1,180
958
$215K ﹤0.01%
20,298
+5,332
959
$215K ﹤0.01%
+15,600
960
$214K ﹤0.01%
+3,683
961
$214K ﹤0.01%
18,750
962
$214K ﹤0.01%
8,229
+1,222
963
$212K ﹤0.01%
+7,363
964
$212K ﹤0.01%
+2,422
965
$212K ﹤0.01%
+7,892
966
$212K ﹤0.01%
2,718
-62
967
$212K ﹤0.01%
8,540
-4,460
968
$212K ﹤0.01%
+4,702
969
$211K ﹤0.01%
+2,862
970
$211K ﹤0.01%
21,642
-31,400
971
$210K ﹤0.01%
+11,919
972
$210K ﹤0.01%
+28,000
973
$209K ﹤0.01%
+4,053
974
$208K ﹤0.01%
6,505
-3,549
975
$207K ﹤0.01%
+6,513
37 38
39
40 41