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
$17.7B
AUM Growth
-$4.37B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,587
New
Increased
Reduced
Closed

Top Buys

1
+$60.5M
2
+$54.5M
3
+$50.2M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$35.6M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$29.6M

Top Sells

1
+$85.3M
2
+$61.6M
3
+$30.8M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$28.7M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$28.6M

Sector Composition

1 Technology 16.71%
2 Healthcare 10.13%
3 Financials 8.77%
4 Consumer Discretionary 6.11%
5 Communication Services 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$762M 4.32%
2,957,602
+13,889
2
$701M 3.97%
11,020,296
+43,940
3
$606M 3.43%
3,842,301
+318,066
4
$432M 2.45%
1,826,144
+124,795
5
$372M 2.11%
3,818,760
+559,020
6
$312M 1.77%
1,208,361
+16,376
7
$266M 1.5%
1,394,849
+187,048
8
$241M 1.37%
4,152,880
+389,440
9
$236M 1.34%
1,667,428
-51,101
10
$227M 1.29%
2,196,468
+585,050
11
$225M 1.27%
1,491,438
+20,305
12
$224M 1.27%
1,392,781
+26,900
13
$205M 1.16%
2,280,558
+62,485
14
$168M 0.95%
1,133,654
-193,240
15
$164M 0.93%
984,066
+143,669
16
$163M 0.92%
1,644,320
-30,947
17
$163M 0.92%
1,357,521
+160,708
18
$161M 0.91%
4,088,800
+319,791
19
$159M 0.9%
2,934,695
-4,663
20
$154M 0.87%
1,404,086
+103,239
21
$149M 0.84%
1,542,780
-48,334
22
$148M 0.84%
1,125,121
+63,518
23
$147M 0.83%
1,829,514
+200,036
24
$139M 0.79%
742,790
-10,214
25
$135M 0.77%
2,330,340
+94,360
1
2 3 4 5