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
651
$1.4M 0.01%
22,987
-1,238
652
$1.4M 0.01%
40,920
+5,093
653
$1.38M 0.01%
34,873
+106
654
$1.37M 0.01%
168,584
655
$1.37M 0.01%
25,340
-695
656
$1.37M 0.01%
24,126
+3,325
657
$1.36M 0.01%
36,486
+29,928
658
$1.36M 0.01%
242,287
659
$1.36M 0.01%
19,662
660
$1.36M 0.01%
23,917
-377
661
$1.36M 0.01%
48,139
+19,141
662
$1.35M 0.01%
32,113
-5,135
663
$1.35M 0.01%
95,368
-325
664
$1.34M 0.01%
23,684
+334
665
$1.34M 0.01%
+157,300
666
$1.34M 0.01%
22,404
-332
667
$1.33M 0.01%
31,620
-15,148
668
$1.32M 0.01%
22,648
+290
669
$1.32M 0.01%
32,185
-165,275
670
$1.32M 0.01%
+72,540
671
$1.32M 0.01%
57,950
+3,505
672
$1.32M 0.01%
119,650
-50,389
673
$1.31M 0.01%
27,137
+1,493
674
$1.3M 0.01%
71,031
+53,681
675
$1.3M 0.01%
38,678
-3,982
25 26
27
28 29