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
626
$1.53M 0.01%
11,637
-86
627
$1.53M 0.01%
42,961
+15,212
628
$1.52M 0.01%
246,357
+14,092
629
$1.5M 0.01%
33,603
-15,313
630
$1.49M 0.01%
18,914
-4,640
631
$1.49M 0.01%
28,850
-62,076
632
$1.48M 0.01%
72,524
-1,889
633
$1.48M 0.01%
107,534
-6,743
634
$1.48M 0.01%
36,692
+31,808
635
$1.47M 0.01%
9,967
-225
636
$1.46M 0.01%
15,262
-10
637
$1.45M 0.01%
34,244
-26
638
$1.45M 0.01%
119,850
+60,294
639
$1.45M 0.01%
+53,120
640
$1.45M 0.01%
58,323
641
$1.45M 0.01%
162,017
+151,185
642
$1.45M 0.01%
85,434
-14,272
643
$1.44M 0.01%
17,161
+3,152
644
$1.43M 0.01%
16,258
+715
645
$1.43M 0.01%
33,146
-12,379
646
$1.42M 0.01%
49,125
-115,028
647
$1.42M 0.01%
53,759
-19,133
648
$1.42M 0.01%
35,412
+3,620
649
$1.42M 0.01%
69,381
-79,586
650
$1.41M 0.01%
76,548
-19,975
24 25
26
27 28