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
276
$8.97M 0.05%
226,662
+17,338
277
$8.86M 0.05%
50,922
+15,298
278
$8.84M 0.05%
160,992
+9,454
279
$8.77M 0.05%
356,908
+83,448
280
$8.65M 0.05%
242,550
+4,972
281
$8.65M 0.05%
120,905
-517
282
$8.55M 0.05%
83,079
-13,367
283
$8.55M 0.05%
32,786
+1,579
284
$8.54M 0.05%
32,650
+2,891
285
$8.45M 0.05%
328,070
+70,371
286
$8.43M 0.05%
91,277
+38,815
287
$8.28M 0.05%
256,801
+65,117
288
$8.24M 0.05%
100,413
-38,418
289
$8.21M 0.05%
54,328
-15,104
290
$8.19M 0.05%
151,110
+26,329
291
$8.11M 0.05%
184,710
+22,325
292
$8.07M 0.05%
159,686
+26,969
293
$8M 0.05%
219,295
-8,375
294
$7.97M 0.05%
+323,197
295
$7.96M 0.05%
61,154
+15,507
296
$7.91M 0.04%
326,014
+39,044
297
$7.87M 0.04%
34,647
+1,776
298
$7.78M 0.04%
79,289
-44,808
299
$7.75M 0.04%
99,810
+10,177
300
$7.41M 0.04%
722,670
+99,399
10 11
12
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