JPMPWA

J.P. 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
$10.3B
AUM Growth
-$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,434
New
Increased
Reduced
Closed

Top Buys

1 +$103M
2 +$53.3M
3 +$52.3M
4
VTV icon
Vanguard Value ETF
VTV
+$45M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$39.1M

Sector Composition

1 Healthcare 12.08%
2 Technology 11.68%
3 Financials 10.18%
4 Industrials 8.3%
5 Consumer Staples 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$452M 4.39%
2,156,213
+186,423
2
$237M 2.31%
9,933,352
-8,832,048
3
$223M 2.16%
1,157,723
+165,811
4
$193M 1.87%
1,650,238
-70,199
5
$177M 1.72%
1,171,369
+46,110
6
$156M 1.52%
1,491,641
+17,247
7
$148M 1.44%
1,286,134
-10,340
8
$147M 1.43%
1,737,157
+85,188
9
$135M 1.31%
2,639,048
+305,851
10
$134M 1.31%
1,269,415
+145,374
11
$126M 1.22%
1,340,230
-81,885
12
$113M 1.1%
989,351
-1,446,462
13
$109M 1.06%
899,156
-92,177
14
$109M 1.05%
1,304,999
-285,577
15
$106M 1.03%
1,141,018
-1,310,520
16
$103M 1%
+2,737,435
17
$102M 0.99%
2,908,920
+445,940
18
$99.1M 0.96%
2,966,911
-20,539
19
$98.7M 0.96%
955,986
+17,537
20
$94.3M 0.92%
984,723
-4,613
21
$90.4M 0.88%
1,607,364
-162,168
22
$89.5M 0.87%
1,386,542
+40,316
23
$88.1M 0.86%
778,026
+6,127
24
$88.1M 0.86%
1,860,815
-35,843
25
$88M 0.85%
1,416,111
+37,667