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
1051
$71K ﹤0.01%
20,000
1052
$71K ﹤0.01%
4,213
+2,100
1053
$69K ﹤0.01%
3,535
1054
$67K ﹤0.01%
+13,295
1055
$65K ﹤0.01%
+10,270
1056
$65K ﹤0.01%
10,765
-990
1057
$64K ﹤0.01%
3,282
+239
1058
$60K ﹤0.01%
+15,000
1059
$59K ﹤0.01%
21,700
-2,031
1060
$56K ﹤0.01%
+180
1061
$53K ﹤0.01%
15,596
-34,370
1062
$45K ﹤0.01%
429
1063
$44K ﹤0.01%
10,000
1064
$42K ﹤0.01%
+93,750
1065
$36K ﹤0.01%
+10,210
1066
$35K ﹤0.01%
+15,357
1067
$31K ﹤0.01%
20,000
1068
$29K ﹤0.01%
1,325
1069
$22K ﹤0.01%
4
1070
$22K ﹤0.01%
12,372
-45
1071
$18K ﹤0.01%
500
1072
$18K ﹤0.01%
67,300
1073
$16K ﹤0.01%
+10,893
1074
$14K ﹤0.01%
10,000
1075
$11K ﹤0.01%
1,000
41 42
43
44 45