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
301
$7.2M 0.04%
723,540
+292,932
302
$7.1M 0.04%
107,839
-8,008
303
$7.06M 0.04%
217,718
-27,201
304
$7.05M 0.04%
68,669
-1,045
305
$7.05M 0.04%
195,823
-20,505
306
$7.03M 0.04%
64,759
+7,065
307
$7.01M 0.04%
136,672
+3,680
308
$6.99M 0.04%
356,288
-55,908
309
$6.97M 0.04%
128,854
+8,184
310
$6.93M 0.04%
28,290
+24,519
311
$6.88M 0.04%
68,396
-1,664
312
$6.85M 0.04%
231,130
-85,230
313
$6.82M 0.04%
74,171
+4,137
314
$6.79M 0.04%
183,971
-32,666
315
$6.74M 0.04%
68,053
-14,589
316
$6.72M 0.04%
273,770
-16,896
317
$6.58M 0.04%
240,798
-32,507
318
$6.56M 0.04%
103,954
-3,118
319
$6.5M 0.04%
43,191
+8,527
320
$6.49M 0.04%
32,984
-3,122
321
$6.48M 0.04%
127,890
-698,984
322
$6.44M 0.04%
178,045
-77,265
323
$6.41M 0.04%
55,590
-980
324
$6.4M 0.04%
83,360
-106,014
325
$6.31M 0.04%
54,860
11 12
13
14 15