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
526
$2.5M 0.02%
121,924
+3,316
527
$2.49M 0.02%
15,977
+5,570
528
$2.48M 0.02%
35,865
+1,417
529
$2.45M 0.01%
42,151
+37,811
530
$2.43M 0.01%
+50,060
531
$2.42M 0.01%
63,474
-24,444
532
$2.41M 0.01%
32,350
-31,925
533
$2.4M 0.01%
40,394
+4,303
534
$2.39M 0.01%
100,733
-82,935
535
$2.37M 0.01%
101,090
+78,549
536
$2.36M 0.01%
39,013
-145
537
$2.35M 0.01%
12,655
-1,052
538
$2.35M 0.01%
70,468
-272,973
539
$2.35M 0.01%
96,374
540
$2.31M 0.01%
197,483
-27,879
541
$2.31M 0.01%
30,170
-522
542
$2.3M 0.01%
30,764
+1,257
543
$2.3M 0.01%
142,868
-75,098
544
$2.28M 0.01%
25,555
-1,780
545
$2.28M 0.01%
21,322
-17,686
546
$2.28M 0.01%
85,946
-17,316
547
$2.26M 0.01%
27,204
-513
548
$2.26M 0.01%
32,422
-1,504
549
$2.26M 0.01%
48,465
+16,525
550
$2.24M 0.01%
54,193
-54,925
20 21
22
23 24