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
351
$5.18M 0.03%
35,887
-23
352
$5.13M 0.03%
444,667
+320,810
353
$5.13M 0.03%
69,899
-34,088
354
$5.09M 0.03%
55,167
+7,807
355
$5.04M 0.03%
89,437
+2,396
356
$5.04M 0.03%
115,167
-6,813
357
$5M 0.03%
166,216
-2,990
358
$4.96M 0.03%
74,373
-2,769
359
$4.82M 0.03%
94,405
+20,232
360
$4.77M 0.03%
216,560
+147,387
361
$4.68M 0.03%
89,361
+5,690
362
$4.67M 0.03%
54,022
-1,960
363
$4.67M 0.03%
24,663
+1,681
364
$4.64M 0.03%
270,860
+55,584
365
$4.58M 0.03%
15,138
-83
366
$4.57M 0.03%
84,231
+2,918
367
$4.57M 0.03%
56,260
-1,963
368
$4.55M 0.03%
147,666
-35,591
369
$4.53M 0.03%
71,157
-8,870
370
$4.53M 0.03%
126,248
+53,613
371
$4.53M 0.03%
127,220
+4,862
372
$4.5M 0.03%
14,213
-1,693
373
$4.44M 0.03%
886,295
+112,507
374
$4.43M 0.03%
249,185
+6,578
375
$4.4M 0.02%
167,533
+54,644
13 14
15
16 17