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
701
$1.04M 0.01%
24,796
+6,259
702
$1.04M 0.01%
24,274
-56
703
$1.04M 0.01%
31,908
-18,246
704
$1.04M 0.01%
18,812
-1,885
705
$1.03M 0.01%
14,025
+1,947
706
$1.03M 0.01%
30,500
-41,525
707
$1.03M 0.01%
128,335
+465
708
$1.03M 0.01%
2,354
+326
709
$1.03M 0.01%
18,737
-2,083
710
$1.02M 0.01%
10,150
+5,967
711
$1.02M 0.01%
8,464
-87
712
$1.02M 0.01%
+48,997
713
$1.01M 0.01%
20,794
-1,340
714
$1M 0.01%
23,242
+413
715
$1M 0.01%
24,011
+4,488
716
$995K 0.01%
26,918
+9,690
717
$995K 0.01%
+32,502
718
$991K 0.01%
30,299
+3,730
719
$987K 0.01%
8,752
+2,520
720
$984K 0.01%
+14,727
721
$976K 0.01%
63,633
-121,890
722
$972K 0.01%
21,473
+822
723
$972K 0.01%
22,480
724
$968K 0.01%
118,973
+480
725
$962K 0.01%
16,908
+6,650
27 28
29
30 31