JMPWA

JP Morgan Private Wealth Advisors Portfolio holdings

AUM $35B
1-Year Est. Return 24.26%
This Quarter Est. Return
1 Year Est. Return
+24.26%
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
476
$3.03M 0.02%
253,696
+211,068
477
$3.02M 0.02%
80,956
-84,159
478
$2.99M 0.02%
60,722
-13,513
479
$2.99M 0.02%
106,867
-43,008
480
$2.99M 0.02%
35,624
+110
481
$2.98M 0.02%
66,137
-160
482
$2.96M 0.02%
39,134
-6,013
483
$2.94M 0.02%
78,475
-27,073
484
$2.94M 0.02%
52,564
+12,530
485
$2.94M 0.02%
105,187
+3,510
486
$2.9M 0.02%
58,398
-2,112
487
$2.9M 0.02%
111,772
+8,056
488
$2.89M 0.02%
104,520
+5,701
489
$2.87M 0.02%
41,361
-5,165
490
$2.87M 0.02%
31,721
+18,357
491
$2.85M 0.02%
63,192
+53,558
492
$2.85M 0.02%
66,167
-15,694
493
$2.84M 0.02%
34,975
+6,693
494
$2.84M 0.02%
52,591
-14,449
495
$2.81M 0.02%
32,271
-46,395
496
$2.81M 0.02%
30,820
+423
497
$2.8M 0.02%
33,924
-1,431
498
$2.8M 0.02%
87,838
-50,698
499
$2.77M 0.02%
51,827
+1,620
500
$2.77M 0.02%
96,064
+48,673
18 19
20
21 22