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
451
$3.31M 0.02%
299,716
+13,464
452
$3.31M 0.02%
32,195
-31,661
453
$3.31M 0.02%
24,542
-79
454
$3.28M 0.02%
27,817
+1,404
455
$3.26M 0.02%
+55,952
456
$3.26M 0.02%
64,504
-400,120
457
$3.25M 0.02%
40,783
+882
458
$3.25M 0.02%
93,617
-125,394
459
$3.24M 0.02%
73,824
-3,055
460
$3.23M 0.02%
50,901
-5,051
461
$3.2M 0.02%
31,188
+7,235
462
$3.18M 0.02%
38,127
-17,070
463
$3.18M 0.02%
56,839
+8,787
464
$3.16M 0.02%
119,584
+41,644
465
$3.15M 0.02%
80,817
-5,455
466
$3.14M 0.02%
114,196
+15,352
467
$3.12M 0.02%
88,260
-8,476
468
$3.11M 0.02%
75,751
+8,454
469
$3.11M 0.02%
33,264
+11,112
470
$3.11M 0.02%
62,308
-123,848
471
$3.08M 0.02%
31,650
-21,248
472
$3.06M 0.02%
29,863
+16,669
473
$3.06M 0.02%
33,696
-1,851
474
$3.05M 0.02%
105,200
-1,475
475
$3.04M 0.02%
29,475
-519
17 18
19
20 21