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
676
$1.3M 0.01%
43,962
677
$1.29M 0.01%
66,204
-2,152
678
$1.29M 0.01%
57,688
+15,496
679
$1.29M 0.01%
90,528
-180,551
680
$1.28M 0.01%
31,095
+26,745
681
$1.28M 0.01%
14,982
+3,878
682
$1.27M 0.01%
86,690
+1,139
683
$1.27M 0.01%
48,901
-142
684
$1.26M 0.01%
220,658
-302,428
685
$1.26M 0.01%
28,901
-393,014
686
$1.26M 0.01%
26,077
-3,365
687
$1.26M 0.01%
34,498
-88,545
688
$1.25M 0.01%
110,718
+3,807
689
$1.25M 0.01%
26,863
-7,046
690
$1.24M 0.01%
39,408
-1,822
691
$1.24M 0.01%
10,627
-311
692
$1.24M 0.01%
44,712
-18,543
693
$1.24M 0.01%
52,742
-132,457
694
$1.23M 0.01%
11,655
-1,238
695
$1.22M 0.01%
77,208
-290,829
696
$1.21M 0.01%
13,210
-297
697
$1.2M 0.01%
75,060
+55,800
698
$1.19M 0.01%
9,756
-167
699
$1.19M 0.01%
+44,000
700
$1.18M 0.01%
+66,283
26 27
28
29 30