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
$16.5B
AUM Growth
-$4.03B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,656
New
Increased
Reduced
Closed

Top Buys

1
+$48.5M
2
+$48M
3
+$46.9M
4
VTV icon
Vanguard Value ETF
VTV
+$39.3M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$37.1M

Top Sells

1
+$411M
2
+$181M
3
+$80.2M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$76.6M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$56.1M

Sector Composition

1 Technology 12.19%
2 Healthcare 9.43%
3 Financials 8.62%
4 Industrials 5.49%
5 Communication Services 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$840M 5.1%
3,359,990
-1,644,319
2
$417M 2.54%
10,585,820
+313,616
3
$371M 2.26%
1,616,288
+83,459
4
$317M 1.92%
3,117,052
-50,498
5
$281M 1.71%
1,116,026
+186,534
6
$264M 1.61%
1,906,192
+162,772
7
$246M 1.49%
1,835,307
-69,630
8
$217M 1.32%
1,954,122
+49,255
9
$211M 1.28%
2,154,250
+379,086
10
$207M 1.26%
1,412,085
+326,441
11
$207M 1.26%
2,756,380
+111,940
12
$198M 1.2%
2,024,131
+87,849
13
$194M 1.18%
5,235,463
+677,666
14
$188M 1.14%
3,203,398
-185,599
15
$183M 1.11%
1,680,371
-92,791
16
$173M 1.05%
3,311,440
+82,360
17
$168M 1.02%
1,285,955
-321,985
18
$168M 1.02%
1,087,728
-29,686
19
$163M 0.99%
1,241,753
-92,832
20
$161M 0.98%
2,506,956
+23,789
21
$153M 0.93%
3,524,119
+19,698
22
$144M 0.88%
1,571,788
-103,241
23
$142M 0.86%
3,425,165
-31,380
24
$135M 0.82%
3,536,155
+34,076
25
$132M 0.8%
998,290
+24,711
1
2 3 4 5