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
101
$20.7M 0.27%
333,736
+62,426
102
$20.4M 0.26%
+736,770
103
$20.4M 0.26%
111,757
+18,719
104
$20.2M 0.26%
+599,114
105
$20.2M 0.26%
473,038
+162,240
106
$20M 0.26%
208,105
-5,950
107
$19.9M 0.26%
+598,542
108
$19.5M 0.25%
395,544
+373,692
109
$19.3M 0.25%
258,691
+88,048
110
$19.3M 0.25%
108,483
-49,171
111
$19.2M 0.25%
2,224,615
+280,567
112
$18.8M 0.24%
168,188
+26,997
113
$18.5M 0.24%
319,081
+11,293
114
$18.5M 0.24%
534,229
+141,041
115
$18.2M 0.23%
243,066
+21,329
116
$18.1M 0.23%
283,900
+4,598
117
$18.1M 0.23%
244,725
+146,872
118
$18M 0.23%
219,933
+53,123
119
$17.9M 0.23%
303,242
-1,464
120
$17.8M 0.23%
448,888
+14,356
121
$17.1M 0.22%
329,632
+38,262
122
$17M 0.22%
79,300
123
$17M 0.22%
719,654
+48,696
124
$15.8M 0.2%
341,460
+315,945
125
$15.7M 0.2%
229,536
+13,390
3 4
5
6 7