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
701
$1.17M 0.01%
54,878
+22,326
702
$1.17M 0.01%
12,242
-152
703
$1.17M 0.01%
30,575
+4,494
704
$1.17M 0.01%
29,827
-5,084
705
$1.16M 0.01%
15,573
-125
706
$1.16M 0.01%
1,118
+86
707
$1.16M 0.01%
+127,498
708
$1.16M 0.01%
22,213
-762
709
$1.15M 0.01%
25,878
+11,683
710
$1.15M 0.01%
35,602
-571
711
$1.15M 0.01%
66,757
-56,022
712
$1.15M 0.01%
19,658
-709
713
$1.14M 0.01%
22,064
-7,967
714
$1.13M 0.01%
+73,001
715
$1.13M 0.01%
79,898
-69,584
716
$1.13M 0.01%
20,104
-12,530
717
$1.13M 0.01%
55,500
718
$1.12M 0.01%
+25,325
719
$1.11M 0.01%
16,509
+124
720
$1.11M 0.01%
22,666
+3,579
721
$1.11M 0.01%
20,884
-27,896
722
$1.11M 0.01%
15,375
+6,996
723
$1.1M 0.01%
60,308
+43,273
724
$1.1M 0.01%
24,147
-10,149
725
$1.1M 0.01%
18,532
-372
27 28
29
30 31