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
576
$1.68M 0.01%
58,053
-14,622
577
$1.67M 0.01%
48,953
+20,870
578
$1.67M 0.01%
57,723
-22,654
579
$1.66M 0.01%
44,005
-17,106
580
$1.66M 0.01%
21,965
+18,953
581
$1.65M 0.01%
8,833
-26,799
582
$1.64M 0.01%
22,950
+513
583
$1.64M 0.01%
24,818
-5,410
584
$1.64M 0.01%
29,852
+1,371
585
$1.63M 0.01%
19,959
+2,559
586
$1.63M 0.01%
43,304
+462
587
$1.6M 0.01%
10,782
+7,198
588
$1.6M 0.01%
44,076
+510
589
$1.6M 0.01%
41,908
+15,417
590
$1.58M 0.01%
43,118
+2,428
591
$1.56M 0.01%
86,327
+29,202
592
$1.56M 0.01%
58,140
-13,031
593
$1.56M 0.01%
30,332
+27,820
594
$1.54M 0.01%
12,609
-3,275
595
$1.53M 0.01%
+29,462
596
$1.53M 0.01%
37,644
+1,323
597
$1.52M 0.01%
290,771
+3,061
598
$1.52M 0.01%
58,780
+29,634
599
$1.49M 0.01%
15,519
-800
600
$1.49M 0.01%
30,896
-2,952
22 23
24
25 26