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
276
$8.58M 0.05%
84,319
-771
277
$8.51M 0.05%
119,019
-25,883
278
$8.5M 0.05%
94,449
+5,941
279
$8.47M 0.05%
196,632
+10,182
280
$8.45M 0.05%
52,800
+84
281
$8.43M 0.05%
146,266
+33,652
282
$8.43M 0.05%
252,008
+6,455
283
$8.39M 0.05%
412,855
+16,090
284
$8.32M 0.05%
142,023
-9,094
285
$8.32M 0.05%
176,716
-167,379
286
$8.26M 0.05%
54,389
+5,403
287
$8.04M 0.05%
38,375
-18,142
288
$8.03M 0.05%
60,092
+855
289
$7.87M 0.05%
354,630
-23,325
290
$7.79M 0.05%
276,234
-55,188
291
$7.79M 0.05%
231,086
+17,176
292
$7.7M 0.05%
195,926
-94,478
293
$7.67M 0.05%
148,656
+23,324
294
$7.59M 0.05%
189,177
+26,489
295
$7.58M 0.05%
112,568
-4,045
296
$7.55M 0.05%
48,506
-301
297
$7.54M 0.05%
249,435
-524,668
298
$7.33M 0.04%
319,125
+62,175
299
$7.3M 0.04%
208,164
-423,967
300
$7.24M 0.04%
127,344
+7,144
10 11
12
13 14