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
51
$80.2M 0.49%
1,100,541
-135,051
52
$80.2M 0.49%
503,198
-59,491
53
$80.2M 0.49%
2,127,932
-358,916
54
$79.8M 0.48%
352,579
+32,646
55
$79.7M 0.48%
2,340,384
-88,464
56
$78.6M 0.48%
802,026
+401,547
57
$75.7M 0.46%
585,782
-48,367
58
$75.6M 0.46%
3,068,574
-497,775
59
$74.3M 0.45%
1,153,960
-7,807
60
$74M 0.45%
363,369
+34,854
61
$74M 0.45%
244,544
-24,131
62
$69.5M 0.42%
2,917,753
+207,026
63
$64M 0.39%
700,423
+39,047
64
$63M 0.38%
704,227
+202,081
65
$62.8M 0.38%
847,187
+17,633
66
$62.4M 0.38%
686,233
+20,861
67
$62.4M 0.38%
1,428,685
+135,717
68
$61.5M 0.37%
665,912
-2,709
69
$59.7M 0.36%
824,940
-10,679
70
$59.1M 0.36%
1,127,670
+924,870
71
$58.6M 0.36%
223,939
-504
72
$57.7M 0.35%
364,669
+2,008
73
$57.2M 0.35%
1,266,275
-198,299
74
$57M 0.35%
822,787
+99,155
75
$57M 0.35%
1,036,881
+473,474
1 2
3
4 5