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
551
$2.23M 0.01%
45,938
+3,516
552
$2.2M 0.01%
100,025
+10,400
553
$2.17M 0.01%
+76,582
554
$2.17M 0.01%
67,634
+5,208
555
$2.16M 0.01%
27,983
+2,003
556
$2.14M 0.01%
65,635
-38,121
557
$2.11M 0.01%
20,611
+840
558
$2.09M 0.01%
158,295
+200
559
$2.08M 0.01%
59,831
+5,524
560
$2.08M 0.01%
157,933
-6,033
561
$2.05M 0.01%
71,803
-6,645
562
$2.05M 0.01%
324,944
-215,336
563
$2.05M 0.01%
+79,847
564
$2.04M 0.01%
112,612
+25,761
565
$2.03M 0.01%
16,893
+6,167
566
$2.03M 0.01%
13,623
+9,321
567
$2.03M 0.01%
72,270
-16,950
568
$2.02M 0.01%
26,206
+23,527
569
$2.01M 0.01%
121,879
-235,650
570
$2.01M 0.01%
101,753
+1,427
571
$1.99M 0.01%
30,659
-2,026
572
$1.99M 0.01%
67,186
+3,924
573
$1.98M 0.01%
85,850
574
$1.97M 0.01%
92,532
+73,782
575
$1.95M 0.01%
25,137
-1,997
21 22
23
24 25