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
476
$2.64M 0.02%
19,438
+2,629
477
$2.64M 0.02%
98,053
+6,068
478
$2.64M 0.02%
46,356
+4,518
479
$2.62M 0.01%
14,936
-11,263
480
$2.62M 0.01%
106,145
+48,371
481
$2.57M 0.01%
45,022
-209
482
$2.57M 0.01%
56,128
-10,988
483
$2.56M 0.01%
40,662
-13,656
484
$2.55M 0.01%
98,792
-8,412
485
$2.55M 0.01%
95,102
-45,637
486
$2.51M 0.01%
57,197
-36,334
487
$2.48M 0.01%
29,876
-2,985
488
$2.48M 0.01%
32,520
-4,045
489
$2.46M 0.01%
39,053
-43,919
490
$2.45M 0.01%
66,000
-10
491
$2.45M 0.01%
29,632
-2,555
492
$2.44M 0.01%
28,095
-13,286
493
$2.44M 0.01%
103,920
+20,017
494
$2.43M 0.01%
85,533
-96,456
495
$2.43M 0.01%
50,166
-12,537
496
$2.43M 0.01%
26,484
-575
497
$2.43M 0.01%
61,972
-8,086
498
$2.42M 0.01%
151,710
+2,600
499
$2.41M 0.01%
105,242
+41,368
500
$2.4M 0.01%
100,264
-7,342
18 19
20
21 22