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
126
$15.3M 0.2%
546,927
+524,946
127
$15.1M 0.19%
293,616
-12,663
128
$14.9M 0.19%
+263,712
129
$14.6M 0.19%
171,171
+13,054
130
$14.4M 0.19%
+574,165
131
$14.3M 0.18%
+383,988
132
$14.2M 0.18%
332,355
+327,308
133
$14.1M 0.18%
142,590
+13,843
134
$13.7M 0.18%
385,557
+380,204
135
$13.6M 0.18%
157,913
+94,399
136
$13.2M 0.17%
546,352
+510,772
137
$13.1M 0.17%
1,504,890
+11,910
138
$12.9M 0.17%
112,148
-28,851
139
$12.8M 0.16%
128,148
+70,756
140
$12.7M 0.16%
539,276
+50,168
141
$12.6M 0.16%
+331,954
142
$12.5M 0.16%
+736,386
143
$12.5M 0.16%
153,318
+105,963
144
$12M 0.15%
223,779
+33,264
145
$11.9M 0.15%
500,706
-269,795
146
$11.8M 0.15%
300,029
-6,958
147
$11.7M 0.15%
287,903
-80,645
148
$11.7M 0.15%
266,632
+29,034
149
$11.7M 0.15%
108,143
-645
150
$11.7M 0.15%
+124,032
4 5
6
7 8