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
51
$84.3M 0.48%
348,903
+34,347
52
$83M 0.47%
292,519
+5,611
53
$82.3M 0.47%
1,995,220
+123,172
54
$81.5M 0.46%
12,373,120
+1,051,400
55
$81.3M 0.46%
1,067,235
+86,748
56
$80.7M 0.46%
868,281
+16,701
57
$79.8M 0.45%
1,843,824
-156,164
58
$78.3M 0.44%
3,687,556
+273,956
59
$77.4M 0.44%
536,189
+27,485
60
$76.3M 0.43%
922,360
+9,499
61
$76M 0.43%
3,451,412
+527,439
62
$75.9M 0.43%
1,154,360
+80,894
63
$75.6M 0.43%
789,608
+57,377
64
$75.1M 0.43%
1,976,574
+516,710
65
$74.6M 0.42%
668,125
-3,115
66
$74.1M 0.42%
1,372,746
-529,958
67
$72.6M 0.41%
908,938
+3,195
68
$68.7M 0.39%
1,675,121
+594,435
69
$67.1M 0.38%
406,281
+20,634
70
$66.3M 0.38%
514,321
-117,711
71
$66M 0.37%
1,049,103
-62,790
72
$65.4M 0.37%
454,015
+97,346
73
$63.2M 0.36%
454,761
-4,548
74
$62.2M 0.35%
1,821,953
-261,209
75
$62M 0.35%
1,400,714
+109,426
1 2
3
4 5