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
501
$2.77M 0.02%
24,285
+22,518
502
$2.76M 0.02%
186,877
+860
503
$2.75M 0.02%
68,510
+58,388
504
$2.74M 0.02%
7,769
-2,121
505
$2.74M 0.02%
41,046
+1,050
506
$2.72M 0.02%
272,340
+77,808
507
$2.71M 0.02%
4,798
+223
508
$2.71M 0.02%
71,435
+752
509
$2.71M 0.02%
68,043
-145,982
510
$2.7M 0.02%
63,876
-7,938
511
$2.7M 0.02%
21,344
-2,042
512
$2.7M 0.02%
69,958
-3,129
513
$2.69M 0.02%
57,694
-1,905
514
$2.68M 0.02%
68,580
-8,672
515
$2.68M 0.02%
93,307
+13,592
516
$2.66M 0.02%
25,412
-8,025
517
$2.62M 0.02%
24,087
+116
518
$2.61M 0.02%
30,076
-1,831
519
$2.61M 0.02%
74,538
-10
520
$2.55M 0.02%
38,738
-2,058
521
$2.53M 0.02%
14,590
-1,165
522
$2.53M 0.02%
182,880
+6,230
523
$2.53M 0.02%
80,665
-66,305
524
$2.53M 0.02%
27,252
-8,082
525
$2.5M 0.02%
62,616
+15,420
19 20
21
22 23