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
451
$2.84M 0.02%
197,230
+539
452
$2.84M 0.02%
210,504
-80,985
453
$2.84M 0.02%
25,715
-2,591
454
$2.83M 0.02%
62,221
-86,640
455
$2.82M 0.02%
36,006
+3,250
456
$2.8M 0.02%
106,483
-50,484
457
$2.79M 0.02%
37,948
-8,590
458
$2.78M 0.02%
310,162
-35,535
459
$2.78M 0.02%
15,672
-606
460
$2.77M 0.02%
67,925
+2,922
461
$2.77M 0.02%
57,333
-24,867
462
$2.76M 0.02%
38,306
+13,497
463
$2.75M 0.02%
32,919
-603
464
$2.75M 0.02%
51,028
-3
465
$2.74M 0.02%
31,940
-20,016
466
$2.73M 0.02%
67,053
-61,077
467
$2.7M 0.02%
109,106
+369
468
$2.7M 0.02%
78,835
+12,179
469
$2.69M 0.02%
35,093
+32,268
470
$2.69M 0.02%
88,008
-6,234
471
$2.69M 0.02%
59,311
-1,529
472
$2.68M 0.02%
158,743
-69,969
473
$2.67M 0.02%
81,735
-116,692
474
$2.66M 0.02%
18,498
+2,381
475
$2.65M 0.02%
40,696
+4,606
17 18
19
20 21