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
251
$10.9M 0.06%
243,008
-8,746
252
$10.9M 0.06%
91,617
+8,226
253
$10.8M 0.06%
196,406
+33,771
254
$10.8M 0.06%
536,160
-118,215
255
$10.7M 0.06%
52,790
-459
256
$10.6M 0.06%
+490,136
257
$10.6M 0.06%
109,732
-10,429
258
$10.5M 0.06%
112,755
+2,677
259
$10.5M 0.06%
79,428
+11,301
260
$10.5M 0.06%
226,671
-19,189
261
$10.4M 0.06%
435,072
-10,561
262
$10.2M 0.06%
219,597
-185,684
263
$9.89M 0.06%
49,774
-5,554
264
$9.87M 0.06%
74,476
+722
265
$9.83M 0.06%
157,156
-189,207
266
$9.68M 0.05%
101,906
-5,726
267
$9.66M 0.05%
150,781
+738
268
$9.57M 0.05%
169,326
+2,388
269
$9.55M 0.05%
193,960
-8,475
270
$9.4M 0.05%
323,416
+76,515
271
$9.27M 0.05%
93,090
+33,703
272
$9.07M 0.05%
343,459
-145,234
273
$9.07M 0.05%
88,530
-20,891
274
$9.04M 0.05%
480,365
+27,745
275
$9M 0.05%
100,194
-32,853
9 10
11
12 13