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
601
$1.74M 0.01%
17,259
-636
602
$1.73M 0.01%
68,946
+47,912
603
$1.72M 0.01%
22,509
-6,315
604
$1.71M 0.01%
32,372
-1,347
605
$1.71M 0.01%
28,885
+4,469
606
$1.7M 0.01%
61,437
+52,687
607
$1.7M 0.01%
28,213
-433
608
$1.7M 0.01%
38,207
+9,204
609
$1.69M 0.01%
5,940
+3,862
610
$1.69M 0.01%
+35,094
611
$1.67M 0.01%
71,109
+23,476
612
$1.67M 0.01%
+24,172
613
$1.66M 0.01%
26,723
+598
614
$1.65M 0.01%
41,636
-28,154
615
$1.63M 0.01%
851,005
+300
616
$1.63M 0.01%
58,559
+47,658
617
$1.63M 0.01%
15,821
+2,846
618
$1.63M 0.01%
16,942
-5,287
619
$1.61M 0.01%
+24,781
620
$1.6M 0.01%
25,489
+1,058
621
$1.59M 0.01%
48,827
-140,092
622
$1.58M 0.01%
+11,062
623
$1.57M 0.01%
12,001
+602
624
$1.57M 0.01%
13,523
-2,644
625
$1.56M 0.01%
13,379
+7,151
23 24
25
26 27