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
501
$2.4M 0.01%
101,315
-23,754
502
$2.39M 0.01%
41,236
+27,505
503
$2.37M 0.01%
130,761
+17,093
504
$2.36M 0.01%
32,981
-372
505
$2.35M 0.01%
+53,952
506
$2.34M 0.01%
10,614
-506
507
$2.31M 0.01%
42,416
+5,199
508
$2.3M 0.01%
44,072
+638
509
$2.28M 0.01%
14,668
+7,718
510
$2.28M 0.01%
46,667
+18,100
511
$2.27M 0.01%
53,977
-6,420
512
$2.26M 0.01%
20,759
-7,967
513
$2.25M 0.01%
37,833
+30,169
514
$2.23M 0.01%
99,830
+4,265
515
$2.22M 0.01%
45,577
+39,226
516
$2.2M 0.01%
28,216
-10,308
517
$2.19M 0.01%
198,283
+30,162
518
$2.18M 0.01%
16,853
+2,469
519
$2.18M 0.01%
86,655
-7,825
520
$2.17M 0.01%
21,579
+500
521
$2.15M 0.01%
84,078
-1,854
522
$2.15M 0.01%
26,304
+23,474
523
$2.13M 0.01%
23,326
-654
524
$2.13M 0.01%
21,690
+3,965
525
$2.13M 0.01%
95,178
+1,842
19 20
21
22 23