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
551
$1.88M 0.01%
297,796
-152,997
552
$1.87M 0.01%
21,095
-4,806
553
$1.86M 0.01%
35,876
-24,660
554
$1.84M 0.01%
58,050
-46,052
555
$1.81M 0.01%
60,101
-53,271
556
$1.8M 0.01%
21,533
+2
557
$1.79M 0.01%
30,480
+13,050
558
$1.78M 0.01%
58,178
-6,992
559
$1.78M 0.01%
96,821
-6,596
560
$1.78M 0.01%
12,763
-1,184
561
$1.77M 0.01%
16,324
-1,941
562
$1.77M 0.01%
39,341
-46,250
563
$1.77M 0.01%
37,256
-12,190
564
$1.75M 0.01%
39,785
-66,508
565
$1.75M 0.01%
19,282
-4,919
566
$1.74M 0.01%
73,552
+57,017
567
$1.73M 0.01%
95,100
+73,420
568
$1.73M 0.01%
15,015
-13,675
569
$1.73M 0.01%
314,466
-302,582
570
$1.72M 0.01%
91,308
-2,795
571
$1.72M 0.01%
404,733
-84,823
572
$1.72M 0.01%
64,062
-30,705
573
$1.7M 0.01%
35,371
+5,965
574
$1.68M 0.01%
13,253
+6,824
575
$1.68M 0.01%
47,154
-54,957
21 22
23
24 25