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
976
$205K ﹤0.01%
+18,172
977
$204K ﹤0.01%
+3,612
978
$204K ﹤0.01%
12,690
+127
979
$203K ﹤0.01%
1,991
-150
980
$203K ﹤0.01%
+12,426
981
$201K ﹤0.01%
+2,677
982
$201K ﹤0.01%
6,587
+295
983
$200K ﹤0.01%
+6,459
984
$200K ﹤0.01%
5,425
-778
985
$198K ﹤0.01%
11,177
-150
986
$198K ﹤0.01%
11,294
+444
987
$194K ﹤0.01%
45,223
-6,529
988
$193K ﹤0.01%
+11,675
989
$193K ﹤0.01%
14,435
990
$191K ﹤0.01%
32,697
-9,015
991
$190K ﹤0.01%
411,480
-79,880
992
$188K ﹤0.01%
23,214
-11,038
993
$183K ﹤0.01%
16,825
+2,377
994
$182K ﹤0.01%
+15,003
995
$176K ﹤0.01%
+13,758
996
$171K ﹤0.01%
13,046
+525
997
$171K ﹤0.01%
+11,371
998
$170K ﹤0.01%
1,198
+93
999
$167K ﹤0.01%
+11,733
1000
$166K ﹤0.01%
+11,266
38 39
40
41 42