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
351
$5.4M 0.03%
103,268
-49,160
352
$5.27M 0.03%
61,443
-961
353
$5.27M 0.03%
110,344
-200
354
$5.17M 0.03%
47,857
+1,557
355
$5.13M 0.03%
85,510
-6,074
356
$5.1M 0.03%
29,036
+22,104
357
$5.08M 0.03%
379,729
+13,812
358
$4.95M 0.03%
80,988
+15,819
359
$4.94M 0.03%
11,994
+7,689
360
$4.93M 0.03%
223,805
-28,740
361
$4.93M 0.03%
55,187
-8,990
362
$4.92M 0.03%
83,488
-18,780
363
$4.91M 0.03%
77,156
-8,452
364
$4.85M 0.03%
66,016
+7,075
365
$4.84M 0.03%
206,746
+22,163
366
$4.84M 0.03%
114,182
-67,512
367
$4.82M 0.03%
36,747
+2,757
368
$4.82M 0.03%
253,487
-21,293
369
$4.8M 0.03%
53,647
+3,680
370
$4.75M 0.03%
170,634
+161,552
371
$4.71M 0.03%
58,021
-38,350
372
$4.7M 0.03%
65,617
-15,420
373
$4.68M 0.03%
182,218
-128,962
374
$4.66M 0.03%
117,583
+6,260
375
$4.65M 0.03%
86,499
-132,540
13 14
15
16 17