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
426
$3.66M 0.02%
33,159
-24,937
427
$3.65M 0.02%
28,806
-1,386
428
$3.65M 0.02%
27,748
+6,426
429
$3.62M 0.02%
52,754
-7,776
430
$3.59M 0.02%
58,319
-640
431
$3.59M 0.02%
272,464
-6,086,976
432
$3.59M 0.02%
35,086
-449
433
$3.58M 0.02%
141,394
-55,113
434
$3.53M 0.02%
31,077
-12,128
435
$3.51M 0.02%
74,714
-116,973
436
$3.5M 0.02%
2,349
-66
437
$3.49M 0.02%
115,109
-287,829
438
$3.48M 0.02%
47,334
+42,744
439
$3.48M 0.02%
124,412
+11,888
440
$3.47M 0.02%
81,527
+29,144
441
$3.45M 0.02%
75,046
-113,688
442
$3.45M 0.02%
20,813
+6,234
443
$3.45M 0.02%
4,020
+3,115
444
$3.4M 0.02%
9,110
+462
445
$3.4M 0.02%
54,216
+41,642
446
$3.36M 0.02%
164,350
+145,309
447
$3.36M 0.02%
17,675
+8,300
448
$3.34M 0.02%
81,096
+67,143
449
$3.33M 0.02%
34,665
-21,053
450
$3.31M 0.02%
45,951
-17,281
16 17
18
19 20