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
326
$6.3M 0.04%
39,473
+10,227
327
$6.26M 0.04%
291,992
+105,808
328
$6.15M 0.04%
81,308
-4,296
329
$6.09M 0.04%
196,098
+38,977
330
$6.09M 0.04%
296,265
-24,833
331
$6.03M 0.04%
291,201
-20,127
332
$5.98M 0.04%
106,679
+7,226
333
$5.97M 0.04%
150,595
-258,225
334
$5.96M 0.04%
55,770
+409
335
$5.95M 0.04%
121,851
+114,251
336
$5.94M 0.04%
139,192
+10,607
337
$5.91M 0.04%
139,902
+13,922
338
$5.88M 0.04%
+37,685
339
$5.88M 0.04%
260,820
-218,457
340
$5.85M 0.04%
45,752
-4,371
341
$5.84M 0.04%
78,750
+13,545
342
$5.83M 0.04%
202,773
-702,609
343
$5.82M 0.04%
77,690
+5,440
344
$5.82M 0.04%
34,259
+43
345
$5.82M 0.04%
77,558
+11,428
346
$5.68M 0.03%
357,702
-8,990
347
$5.68M 0.03%
126,618
+32,462
348
$5.65M 0.03%
147,395
+45,710
349
$5.44M 0.03%
53,038
+3,526
350
$5.42M 0.03%
335,917
-21,031
12 13
14
15 16