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
26
$131M 0.79%
640,447
+16,334
27
$128M 0.78%
991,666
-42,445
28
$126M 0.77%
2,689,067
-586,463
29
$123M 0.75%
1,110,829
-65,605
30
$122M 0.74%
1,110,328
+52,676
31
$120M 0.73%
2,315,920
+5,080
32
$116M 0.71%
1,260,570
-61,599
33
$112M 0.68%
447,789
+18,521
34
$111M 0.67%
644,214
+34,865
35
$108M 0.66%
555,668
-49,541
36
$97.1M 0.59%
1,424,440
+40,976
37
$96.6M 0.59%
299,553
+16,383
38
$94.1M 0.57%
2,409,871
+174,939
39
$93.7M 0.57%
839,824
-80,054
40
$92.3M 0.56%
1,377,259
-48,722
41
$90.9M 0.55%
644,874
+31,172
42
$88.5M 0.54%
669,601
+75,863
43
$86.6M 0.53%
1,161,420
-53,819
44
$85.4M 0.52%
1,454,983
+15,399
45
$85M 0.52%
665,890
+18,704
46
$84.3M 0.51%
1,499,269
-404,189
47
$81.5M 0.5%
1,243,917
-37,065
48
$81.4M 0.49%
1,938,548
-22,168
49
$81.1M 0.49%
3,190,190
+112,060
50
$80.8M 0.49%
2,432,880
+45,960
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