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
601
$1.48M 0.01%
23,951
+5,122
602
$1.48M 0.01%
33,193
-1,600
603
$1.48M 0.01%
158,095
604
$1.46M 0.01%
84,263
-4,892
605
$1.46M 0.01%
6,263
+1,551
606
$1.45M 0.01%
115,624
-4,402
607
$1.45M 0.01%
13,044
-1,148
608
$1.44M 0.01%
28,898
-1,816
609
$1.44M 0.01%
7,291
+761
610
$1.43M 0.01%
23,415
+4,745
611
$1.43M 0.01%
76,968
-78,553
612
$1.43M 0.01%
31,511
+20,466
613
$1.42M 0.01%
6,718
-2
614
$1.42M 0.01%
32,850
-814
615
$1.42M 0.01%
33,495
-9,727
616
$1.42M 0.01%
68,336
-23,357
617
$1.42M 0.01%
+61,283
618
$1.41M 0.01%
46,479
+1,293
619
$1.4M 0.01%
+116,447
620
$1.39M 0.01%
30,394
-96,659
621
$1.38M 0.01%
39,280
-11,237
622
$1.38M 0.01%
55,789
+2,261
623
$1.38M 0.01%
23,004
-2,503
624
$1.37M 0.01%
6,817
+1,528
625
$1.36M 0.01%
12,974
+474
23 24
25
26 27