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
201
$8.05M 0.1%
128,672
+12,963
202
$8.01M 0.1%
141,968
+62,115
203
$7.86M 0.1%
70,925
+3,373
204
$7.66M 0.1%
99,570
+81,591
205
$7.63M 0.1%
+210,281
206
$7.62M 0.1%
64,970
-457
207
$7.49M 0.1%
84,339
+16,481
208
$7.29M 0.09%
122,952
+25,520
209
$7.14M 0.09%
265,402
+42,890
210
$7.07M 0.09%
195,559
+93,915
211
$7.05M 0.09%
51,837
+7,533
212
$6.95M 0.09%
100,372
+7,924
213
$6.93M 0.09%
281,486
+1,050
214
$6.91M 0.09%
101,623
-387
215
$6.69M 0.09%
428,130
+77,503
216
$6.67M 0.09%
379,360
-1,730
217
$6.62M 0.09%
193,298
+114,863
218
$6.54M 0.08%
182,758
+2,439
219
$6.47M 0.08%
+76,916
220
$6.47M 0.08%
218,724
+20,904
221
$6.36M 0.08%
312,849
-619
222
$6.26M 0.08%
97,086
+12,992
223
$6.17M 0.08%
87,381
+31,425
224
$6.15M 0.08%
+115,788
225
$6.09M 0.08%
115,678
+10,794
7 8
9
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