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
$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
226
$12.8M 0.08%
146,249
-3,387
227
$12.7M 0.08%
82,979
-51,025
228
$12.6M 0.08%
125,746
-380,696
229
$12.5M 0.08%
636,622
-2,113
230
$12.5M 0.08%
398,484
+30,648
231
$12.5M 0.08%
228,718
-11,146
232
$12.4M 0.08%
115,858
-13
233
$12.1M 0.07%
194,344
-370,743
234
$12.1M 0.07%
724,769
+186,717
235
$12.1M 0.07%
885,350
-21,730
236
$12M 0.07%
134,638
-5,126
237
$11.8M 0.07%
254,436
+13,868
238
$11.8M 0.07%
232,239
+31,532
239
$11.7M 0.07%
323,063
-362,076
240
$11.5M 0.07%
81,355
+7,706
241
$11.5M 0.07%
261,581
+187,554
242
$11.4M 0.07%
315,621
-96,350
243
$11.4M 0.07%
151,016
+29,009
244
$11.3M 0.07%
216,232
-139,162
245
$11.2M 0.07%
583,268
+487,234
246
$11.2M 0.07%
245,595
+20,910
247
$11.2M 0.07%
215,784
-2,893
248
$11.1M 0.07%
191,208
-6,577
249
$11.1M 0.07%
177,622
+1,926
250
$10.9M 0.07%
190,420
-104,529
8 9
10
11 12