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
26
$131M 0.74%
413,090
+27,233
27
$129M 0.73%
451,269
+14,943
28
$127M 0.72%
1,111,847
-745,333
29
$122M 0.69%
3,940,625
+155,123
30
$122M 0.69%
1,678,165
-14,518
31
$120M 0.68%
654,573
+9,675
32
$117M 0.67%
470,748
+20,106
33
$117M 0.66%
3,511,885
-922,962
34
$117M 0.66%
715,980
+11,585
35
$115M 0.65%
340,331
+50,982
36
$109M 0.62%
1,480,015
+109,268
37
$109M 0.62%
3,238,478
+133,660
38
$106M 0.6%
522,157
+236
39
$106M 0.6%
1,515,044
-9,056
40
$104M 0.59%
1,953,925
-1,151,922
41
$101M 0.57%
1,680,488
+27,408
42
$101M 0.57%
1,871,056
+88,435
43
$97.8M 0.55%
730,768
+11,658
44
$96.9M 0.55%
1,633,025
+187,933
45
$94M 0.53%
765,965
-12,787
46
$91.4M 0.52%
419,894
+18,126
47
$89.7M 0.51%
3,784,660
-461,920
48
$88.8M 0.5%
985,130
+197,180
49
$86.6M 0.49%
2,519,453
+110,544
50
$85.2M 0.48%
1,079,540
+101,243
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