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
576
$1.94M 0.01%
+103,554
577
$1.94M 0.01%
148,112
+55,132
578
$1.92M 0.01%
56,753
-4,619
579
$1.91M 0.01%
60,360
-25,975
580
$1.91M 0.01%
116,417
-37,371
581
$1.91M 0.01%
10,720
+754
582
$1.91M 0.01%
67,573
-6,023
583
$1.9M 0.01%
53,211
584
$1.89M 0.01%
217,370
585
$1.89M 0.01%
132,891
-20,311
586
$1.87M 0.01%
30,804
-40,866
587
$1.87M 0.01%
14,501
+1,375
588
$1.85M 0.01%
18,558
-8,630
589
$1.84M 0.01%
102,009
-4,922
590
$1.82M 0.01%
+34,223
591
$1.81M 0.01%
24,732
-44,973
592
$1.81M 0.01%
+60,242
593
$1.8M 0.01%
49,208
-27,781
594
$1.8M 0.01%
44,692
+2,035
595
$1.78M 0.01%
11,065
+3,920
596
$1.77M 0.01%
66,443
-40,926
597
$1.76M 0.01%
25,693
-4,255
598
$1.76M 0.01%
6,263
-5,210
599
$1.74M 0.01%
35,278
+11,377
600
$1.74M 0.01%
+18,632
22 23
24
25 26