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
626
$1.35M 0.01%
59,458
-53,460
627
$1.35M 0.01%
16,115
-8,143
628
$1.35M 0.01%
55,907
-33,348
629
$1.35M 0.01%
62,467
+21,199
630
$1.34M 0.01%
16,935
+159
631
$1.33M 0.01%
40,811
-34,857
632
$1.33M 0.01%
43,197
-8,884
633
$1.31M 0.01%
19,200
+4,164
634
$1.3M 0.01%
25,113
+1,212
635
$1.3M 0.01%
49,548
+8,545
636
$1.29M 0.01%
20,867
-14,017
637
$1.27M 0.01%
52,325
-20,052
638
$1.26M 0.01%
73,290
-9,280
639
$1.26M 0.01%
16,542
-677
640
$1.26M 0.01%
29,508
-1,703
641
$1.26M 0.01%
56,749
-34,608
642
$1.25M 0.01%
5,907
+610
643
$1.25M 0.01%
16,384
+1,009
644
$1.24M 0.01%
46,117
-13,093
645
$1.23M 0.01%
12,037
-74
646
$1.23M 0.01%
9,025
+4,924
647
$1.23M 0.01%
24,294
-23,053
648
$1.23M 0.01%
69,953
-10,591
649
$1.23M 0.01%
60,469
-2,435
650
$1.22M 0.01%
20,248
+1,733
24 25
26
27 28