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
251
$10.8M 0.07%
694,641
-22,094
252
$10.8M 0.07%
330,393
-45,928
253
$10.7M 0.07%
87,400
-200
254
$10.6M 0.06%
122,798
+10,201
255
$10.3M 0.06%
89,944
+70
256
$10.1M 0.06%
360,609
+56,693
257
$10M 0.06%
66,971
-462
258
$9.93M 0.06%
407,806
-17,718
259
$9.91M 0.06%
234,740
-117,604
260
$9.91M 0.06%
135,266
-4,409
261
$9.82M 0.06%
139,787
-6,617
262
$9.75M 0.06%
462,337
+148,981
263
$9.61M 0.06%
92,056
+18,940
264
$9.53M 0.06%
241,881
-232,374
265
$9.42M 0.06%
49,611
-3,081
266
$9.35M 0.06%
596,901
-44,331
267
$9.34M 0.06%
46,129
-1,526
268
$9.3M 0.06%
110,208
+13,853
269
$9.29M 0.06%
69,541
-19,639
270
$9.24M 0.06%
144,310
-5,345
271
$9.13M 0.06%
248,432
+15,078
272
$9.04M 0.05%
118,350
+7,070
273
$9.03M 0.05%
240,604
-47,220
274
$8.84M 0.05%
67,914
+8,887
275
$8.6M 0.05%
54,700
+544
9 10
11
12 13