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
176
$9.9M 0.13%
255,684
+26,010
177
$9.81M 0.13%
333,863
-2,317
178
$9.78M 0.13%
108,608
+9,465
179
$9.75M 0.13%
162,050
+5,752
180
$9.65M 0.12%
247,528
+23,611
181
$9.47M 0.12%
182,190
+828
182
$9.45M 0.12%
78,463
+3,310
183
$9.44M 0.12%
+120,225
184
$9.44M 0.12%
213,471
+5,364
185
$9.3M 0.12%
126,353
-1,168
186
$9.28M 0.12%
1,242,890
+8,070
187
$9.25M 0.12%
131,169
+7,632
188
$9.18M 0.12%
+220,057
189
$9.03M 0.12%
238,568
+6,932
190
$8.77M 0.11%
26,721
+1,509
191
$8.65M 0.11%
53,591
+7,753
192
$8.6M 0.11%
160,388
+5,334
193
$8.57M 0.11%
152,250
+5,726
194
$8.36M 0.11%
91,683
+7,203
195
$8.32M 0.11%
471,200
-2,420
196
$8.23M 0.11%
67,655
+4,380
197
$8.21M 0.11%
+203,722
198
$8.2M 0.11%
160,182
+22,461
199
$8.18M 0.11%
81,981
+1,763
200
$8.09M 0.1%
98,087
+52,009
6 7
8
9 10