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
376
$4.38M 0.02%
92,407
+11,361
377
$4.36M 0.02%
62,701
-19,704
378
$4.36M 0.02%
79,406
-150,246
379
$4.34M 0.02%
85,656
-2,618
380
$4.33M 0.02%
87,738
-668
381
$4.27M 0.02%
6,186
+406
382
$4.16M 0.02%
32,051
+2,281
383
$4.15M 0.02%
201,888
-128,972
384
$4.13M 0.02%
29,547
+6,433
385
$4.13M 0.02%
47,555
-12,731
386
$4.12M 0.02%
205,703
+166,190
387
$4.11M 0.02%
306,364
+117,773
388
$4.11M 0.02%
130,625
-112,441
389
$4.11M 0.02%
106,748
+15,168
390
$4.1M 0.02%
117,401
-64,063
391
$4.08M 0.02%
23,031
-4,414
392
$4.04M 0.02%
50,880
+840
393
$4.03M 0.02%
134,119
-18,229
394
$4M 0.02%
10,434
-53
395
$3.95M 0.02%
60,250
-22,487
396
$3.95M 0.02%
28,653
-2,246
397
$3.91M 0.02%
67,098
+16,333
398
$3.91M 0.02%
43,147
+3,006
399
$3.89M 0.02%
7,962
+7,450
400
$3.89M 0.02%
427,979
-7,025
14 15
16
17 18