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
651
$1.22M 0.01%
33,679
+16,224
652
$1.22M 0.01%
114,833
+19,517
653
$1.22M 0.01%
539,561
+314,129
654
$1.21M 0.01%
7,609
+6
655
$1.2M 0.01%
34,796
-6,598
656
$1.2M 0.01%
42,683
+4,627
657
$1.2M 0.01%
74,581
+39,575
658
$1.2M 0.01%
5,024
-752
659
$1.19M 0.01%
56,100
+900
660
$1.19M 0.01%
16,946
-24,712
661
$1.18M 0.01%
41,400
-2,563
662
$1.18M 0.01%
17,551
-8,345
663
$1.17M 0.01%
34,943
-3,620
664
$1.17M 0.01%
13,996
-731
665
$1.16M 0.01%
12,129
+531
666
$1.15M 0.01%
17,882
+4,966
667
$1.15M 0.01%
160,715
-560
668
$1.15M 0.01%
18,302
-141
669
$1.14M 0.01%
103,435
+68,301
670
$1.14M 0.01%
100,616
-1,450
671
$1.14M 0.01%
41,821
+200
672
$1.14M 0.01%
9,482
-855
673
$1.14M 0.01%
19,200
674
$1.14M 0.01%
39,267
+8
675
$1.13M 0.01%
143,832
-82,318
25 26
27
28 29