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
526
$2.12M 0.01%
26,302
+11,904
527
$2.12M 0.01%
56,790
-2,451
528
$2.11M 0.01%
177,714
+23,615
529
$2.1M 0.01%
50,025
+33,280
530
$2.1M 0.01%
13,456
-14,476
531
$2.1M 0.01%
40,918
+36,839
532
$2.09M 0.01%
45,310
+927
533
$2.09M 0.01%
85,100
534
$2.08M 0.01%
35,212
+4,068
535
$2.07M 0.01%
3,751
+123
536
$2.07M 0.01%
45,228
+6,519
537
$2.06M 0.01%
94,291
-29,947
538
$2.05M 0.01%
13,206
+5,938
539
$2.04M 0.01%
42,063
-317
540
$2.04M 0.01%
45,681
-4,032
541
$2.01M 0.01%
+78,580
542
$2M 0.01%
84,666
-164,354
543
$1.99M 0.01%
13,163
-30
544
$1.97M 0.01%
86,807
-9,097
545
$1.95M 0.01%
12,101
-375
546
$1.95M 0.01%
18,082
+1,310
547
$1.95M 0.01%
112,827
+569
548
$1.95M 0.01%
107,567
+7,835
549
$1.93M 0.01%
21,587
+3,078
550
$1.92M 0.01%
40,136
-7,130
20 21
22
23 24