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
401
$3.88M 0.02%
225,884
-509,590
402
$3.86M 0.02%
298,728
+199,086
403
$3.85M 0.02%
+26,322
404
$3.84M 0.02%
425,464
-385,269
405
$3.83M 0.02%
68,533
-29,028
406
$3.82M 0.02%
28,232
-5,408
407
$3.8M 0.02%
268,722
-90,491
408
$3.77M 0.02%
34,145
-2,492
409
$3.76M 0.02%
45,174
410
$3.67M 0.02%
176,647
+12,896
411
$3.66M 0.02%
25,774
-479
412
$3.66M 0.02%
67,594
-5,046
413
$3.66M 0.02%
53,360
-9,664
414
$3.63M 0.02%
232,004
+1,420
415
$3.62M 0.02%
70,868
+492
416
$3.61M 0.02%
311,921
-41,484
417
$3.59M 0.02%
26,007
-710
418
$3.58M 0.02%
105,097
-50,486
419
$3.57M 0.02%
237,915
-554,043
420
$3.56M 0.02%
151,664
-6,247
421
$3.54M 0.02%
61,648
-8,030
422
$3.53M 0.02%
43,927
-7,960
423
$3.52M 0.02%
3,865
+20
424
$3.48M 0.02%
71,303
+500
425
$3.47M 0.02%
321,904
+30,586
15 16
17
18 19