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
326
$6.2M 0.04%
177,345
+15,060
327
$6.05M 0.03%
33,577
-5,784
328
$5.94M 0.03%
59,073
+2,092
329
$5.9M 0.03%
49,339
+20,291
330
$5.86M 0.03%
101,647
+32,822
331
$5.86M 0.03%
208,575
+81,143
332
$5.82M 0.03%
188,918
-6,018
333
$5.79M 0.03%
104,839
-2,464
334
$5.78M 0.03%
177,304
-190,444
335
$5.76M 0.03%
85,502
+54,347
336
$5.72M 0.03%
169,821
-5,107
337
$5.72M 0.03%
211,689
+4,262
338
$5.61M 0.03%
44,434
+5,184
339
$5.57M 0.03%
291,636
+2,163
340
$5.55M 0.03%
103,459
-15,420
341
$5.51M 0.03%
149,130
+70,863
342
$5.47M 0.03%
135,296
+3,014
343
$5.39M 0.03%
101,279
-2,064
344
$5.37M 0.03%
221,760
+17,925
345
$5.29M 0.03%
335,140
-27,915
346
$5.28M 0.03%
91,013
-36,091
347
$5.28M 0.03%
58,845
+15,942
348
$5.24M 0.03%
145,934
-3,900
349
$5.22M 0.03%
230,991
-131,806
350
$5.18M 0.03%
185,691
+61,726
12 13
14
15 16