JMPWA

JP Morgan Private Wealth Advisors Portfolio holdings

AUM $35B
1-Year Est. Return 24.26%
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 12.92%
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
1026
$125K ﹤0.01%
+2,916
1027
$121K ﹤0.01%
+10,099
1028
$120K ﹤0.01%
+10,260
1029
$118K ﹤0.01%
+16,000
1030
$117K ﹤0.01%
+10,635
1031
$117K ﹤0.01%
+15,757
1032
$116K ﹤0.01%
16,497
1033
$116K ﹤0.01%
13,961
+1,867
1034
$111K ﹤0.01%
+3,438
1035
$108K ﹤0.01%
14,829
+4,375
1036
$106K ﹤0.01%
+29,773
1037
$100K ﹤0.01%
+4,113
1038
$93K ﹤0.01%
+25,000
1039
$91K ﹤0.01%
10,119
-27,861
1040
$90K ﹤0.01%
15,000
1041
$86K ﹤0.01%
+17,234
1042
$85K ﹤0.01%
+398
1043
$84K ﹤0.01%
607
1044
$82K ﹤0.01%
10,328
-1,848
1045
$79K ﹤0.01%
+1,382
1046
$78K ﹤0.01%
+2,500
1047
$78K ﹤0.01%
2,477
-30
1048
$77K ﹤0.01%
10,935
-29,483
1049
$75K ﹤0.01%
+3,283
1050
$71K ﹤0.01%
20,000
40 41
42
43 44