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
676
$1.12M 0.01%
18,156
-3,007
677
$1.12M 0.01%
18,205
-2,350
678
$1.11M 0.01%
66,702
-11,651
679
$1.11M 0.01%
39,308
+1,314
680
$1.1M 0.01%
50,515
-80
681
$1.1M 0.01%
21,184
+3,140
682
$1.1M 0.01%
24,900
-4,500
683
$1.09M 0.01%
22,468
+2,127
684
$1.09M 0.01%
48,970
-14,500
685
$1.09M 0.01%
15,880
+11,117
686
$1.08M 0.01%
+40,250
687
$1.08M 0.01%
3,643
+137
688
$1.08M 0.01%
7,791
+925
689
$1.08M 0.01%
1,160
-8
690
$1.07M 0.01%
18,772
-1,908
691
$1.07M 0.01%
45,455
692
$1.07M 0.01%
+40,195
693
$1.07M 0.01%
75,993
-1,200
694
$1.07M 0.01%
3,648
+564
695
$1.07M 0.01%
62,399
+3,057
696
$1.06M 0.01%
10,559
+1,048
697
$1.06M 0.01%
6,838
+1,069
698
$1.05M 0.01%
64,082
+6,595
699
$1.05M 0.01%
11,058
+7,243
700
$1.05M 0.01%
20,511
+10,188
26 27
28
29 30