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
376
$4.59M 0.03%
269,353
-25,718
377
$4.57M 0.03%
76,593
-28,199
378
$4.55M 0.03%
249,020
+16,518
379
$4.51M 0.03%
40,047
-2,830
380
$4.45M 0.03%
22,233
+1,854
381
$4.43M 0.03%
124,655
+6,180
382
$4.4M 0.03%
91,936
+1,692
383
$4.4M 0.03%
139,022
-32,804
384
$4.36M 0.03%
64,082
-7,146
385
$4.36M 0.03%
248,681
+4,684
386
$4.35M 0.03%
+101,091
387
$4.33M 0.03%
90,080
+21,962
388
$4.32M 0.03%
115,554
+8,295
389
$4.31M 0.03%
82,550
-7,775
390
$4.3M 0.03%
100,759
+93,774
391
$4.29M 0.03%
214,220
-346,065
392
$4.29M 0.03%
64,381
-13,214
393
$4.29M 0.03%
29,500
-698
394
$4.29M 0.03%
27,033
-1,743
395
$4.29M 0.03%
134,537
-1,985
396
$4.27M 0.03%
4,507
-1,570
397
$4.26M 0.03%
64,769
-4,034
398
$4.26M 0.03%
64,528
-649
399
$4.26M 0.03%
34,830
+16,266
400
$4.25M 0.03%
555,177
-209,632
14 15
16
17 18