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
301
$7.37M 0.04%
176,870
-19,790
302
$7.2M 0.04%
1,564,545
-5,022,486
303
$7.13M 0.04%
30,994
+2,000
304
$7.05M 0.04%
93,396
+59,265
305
$6.99M 0.04%
685,122
-117,078
306
$6.97M 0.04%
98,034
+78,919
307
$6.93M 0.04%
184,153
-709,136
308
$6.92M 0.04%
151,782
+54,223
309
$6.78M 0.04%
67,786
+55,025
310
$6.77M 0.04%
222,037
-188
311
$6.77M 0.04%
151,128
+68,948
312
$6.75M 0.04%
90,192
+511
313
$6.7M 0.04%
85,897
+8,089
314
$6.68M 0.04%
45,377
+8,789
315
$6.64M 0.04%
54,426
+1,839
316
$6.59M 0.04%
155,204
-41,613
317
$6.51M 0.04%
84,012
+2,748
318
$6.5M 0.04%
351,440
-42,885
319
$6.47M 0.04%
146,306
-67,529
320
$6.44M 0.04%
45,521
-5,102
321
$6.44M 0.04%
42,667
-9,979
322
$6.38M 0.04%
98,080
+13,135
323
$6.29M 0.04%
51,871
-2,900
324
$6.28M 0.04%
214,646
-9,379
325
$6.21M 0.04%
113,205
+64,835
11 12
13
14 15