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
1101
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-10,000
1102
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-505,766
1103
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-6,826
1104
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-5,258
1105
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-18,078
1106
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-30,601
1107
– –
-9,000
1108
– –
-135,057
1109
– –
-5,516
1110
$0 ﹤0.01%
+10,000
1111
– –
-1,687
1112
– –
-10,148
1113
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-3,674
1114
– –
-6,224
1115
– –
-8,596
1116
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-10,670
1117
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-31,784
1118
– –
-10,640
1119
– –
-7,750
1120
– –
-18,684
1121
– –
-11,161
1122
– –
-36,526
1123
– –
-11,439
1124
– –
-27,005
1125
– –
-13,589
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