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
151
$11.6M 0.15%
53,009
+2,816
152
$11.6M 0.15%
117,679
-52,995
153
$11.5M 0.15%
78,707
+24,261
154
$11.5M 0.15%
113,802
-2,320
155
$11.5M 0.15%
271,666
+231,988
156
$11.4M 0.15%
139,605
+1,472
157
$11.4M 0.15%
247,937
+30,521
158
$11.4M 0.15%
197,324
+57,992
159
$11.3M 0.15%
217,486
-20,870
160
$11.3M 0.14%
+331,954
161
$11.2M 0.14%
437,775
+89,526
162
$11.1M 0.14%
378,477
+33,967
163
$11.1M 0.14%
477,617
+48,910
164
$10.8M 0.14%
181,356
+17,639
165
$10.8M 0.14%
+275,026
166
$10.8M 0.14%
58,830
+23,903
167
$10.7M 0.14%
315,856
-2,919
168
$10.4M 0.13%
93,311
+10,069
169
$10.3M 0.13%
140,076
+15,615
170
$10.3M 0.13%
356,985
+21,498
171
$10.2M 0.13%
200,396
-3,590
172
$10.2M 0.13%
184,933
+2,621
173
$10.1M 0.13%
321,528
+304,069
174
$10M 0.13%
174,635
+133,935
175
$9.9M 0.13%
208,379
+65,608
5 6
7
8 9