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
401
$4.24M 0.03%
53,169
+23,291
402
$4.18M 0.03%
41,912
+8,329
403
$4.15M 0.03%
27,829
-1,982
404
$4.11M 0.03%
+66,180
405
$4.07M 0.02%
176,830
-9,866
406
$4.06M 0.02%
87,422
-58,142
407
$3.99M 0.02%
31,766
+4
408
$3.99M 0.02%
47,423
-5,131
409
$3.97M 0.02%
87,706
+73,632
410
$3.95M 0.02%
82,630
-3,220
411
$3.91M 0.02%
73,836
+39,485
412
$3.89M 0.02%
13,327
+1,526
413
$3.88M 0.02%
76,821
+21,753
414
$3.84M 0.02%
119,462
+108
415
$3.83M 0.02%
128,655
+64,077
416
$3.82M 0.02%
38,398
+4,705
417
$3.78M 0.02%
22,002
+19,917
418
$3.78M 0.02%
80,793
-22,979
419
$3.76M 0.02%
86,684
-28,450
420
$3.75M 0.02%
62,587
-7,861
421
$3.73M 0.02%
89,689
+10,601
422
$3.73M 0.02%
15,199
+1,076
423
$3.72M 0.02%
32,670
+9,770
424
$3.7M 0.02%
114,620
+8,587
425
$3.67M 0.02%
14,964
-1,753
15 16
17
18 19