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
76
$26.9M 0.35%
702,866
+93,963
77
$26.6M 0.34%
347,858
+51,253
78
$26.1M 0.34%
402,527
+24,713
79
$26.1M 0.34%
492,889
+6,096
80
$25.4M 0.33%
218,320
-5,665
81
$25.4M 0.33%
276,931
+35,026
82
$25.1M 0.32%
563,376
+14,032
83
$25.1M 0.32%
384,420
+12,312
84
$24.4M 0.31%
760,702
+255,141
85
$24.3M 0.31%
299,923
+26,158
86
$23.8M 0.31%
357,834
+25,910
87
$23.8M 0.31%
100,390
-13,426
88
$23.7M 0.3%
284,268
+19,521
89
$23.6M 0.3%
2,349,025
-385,394
90
$23.1M 0.3%
243,793
+121,805
91
$22.8M 0.29%
403,756
+46,987
92
$22.6M 0.29%
298,649
+38,799
93
$22.1M 0.28%
281,940
+12,462
94
$22.1M 0.28%
192,230
-4,854
95
$21.8M 0.28%
193,996
+18,375
96
$21.7M 0.28%
602,350
+491,931
97
$21.6M 0.28%
1,338,500
+92,680
98
$21.5M 0.28%
244,280
-12,078
99
$21.5M 0.28%
535,820
+15,517
100
$21.1M 0.27%
458,561
+36,082
2 3
4
5 6