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
$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
226
$12.7M 0.07%
493,338
-32,209
227
$12.7M 0.07%
276,828
-19,493
228
$12.6M 0.07%
85,605
+5,719
229
$12.5M 0.07%
540,814
-91,774
230
$12.4M 0.07%
204,066
-1,520
231
$12.3M 0.07%
293,004
-182,932
232
$12.2M 0.07%
97,989
+13,643
233
$12.1M 0.07%
497,613
+34,121
234
$12.1M 0.07%
92,190
+576
235
$12M 0.07%
134,010
+27,441
236
$11.9M 0.07%
173,006
-16,092
237
$11.7M 0.07%
61,947
+26,055
238
$11.7M 0.07%
70,684
+5,466
239
$11.7M 0.07%
198,649
-68,565
240
$11.7M 0.07%
79,926
+8,537
241
$11.6M 0.07%
92,685
-14,508
242
$11.3M 0.06%
95,442
+4,996
243
$11.2M 0.06%
196,312
-2,744
244
$11.2M 0.06%
307,198
-11,348
245
$11.2M 0.06%
244,440
+6,227
246
$11.1M 0.06%
178,732
-17,656
247
$11.1M 0.06%
38,374
+13,179
248
$11.1M 0.06%
22,638
+9,510
249
$11M 0.06%
177,794
-34,010
250
$11M 0.06%
329,156
-65,150
8 9
10
11 12