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
426
$3.45M 0.02%
46,499
-12,141
427
$3.45M 0.02%
18,946
+9,137
428
$3.44M 0.02%
36,273
+20,884
429
$3.39M 0.02%
33,182
+3,210
430
$3.37M 0.02%
98,547
-810
431
$3.37M 0.02%
89,690
-64,920
432
$3.37M 0.02%
38,220
-1,798
433
$3.35M 0.02%
161,959
+143,664
434
$3.35M 0.02%
41,861
-1,019
435
$3.34M 0.02%
51,650
+10,836
436
$3.32M 0.02%
26,131
+1,348
437
$3.32M 0.02%
62,867
+750
438
$3.26M 0.02%
63,264
+11,990
439
$3.24M 0.02%
52,493
+34,714
440
$3.22M 0.02%
94,718
+11,132
441
$3.21M 0.02%
83,128
+50,632
442
$3.15M 0.02%
67,151
-76,735
443
$3.12M 0.02%
93,867
+248
444
$3.11M 0.02%
61,743
-28,678
445
$3.1M 0.02%
29,813
-27,223
446
$3.07M 0.02%
64,075
-9,784
447
$3.07M 0.02%
43,440
+2,402
448
$2.96M 0.02%
39,417
-1,578
449
$2.96M 0.02%
103,642
-6,353
450
$2.95M 0.02%
293,190
+37,896
16 17
18
19 20