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
726
$1.09M 0.01%
19,097
+13,803
727
$1.09M 0.01%
13,322
-6,778
728
$1.09M 0.01%
28,057
-14,295
729
$1.08M 0.01%
16,033
-136
730
$1.08M 0.01%
31,830
+2,801
731
$1.07M 0.01%
+38,932
732
$1.07M 0.01%
49,938
-7,612
733
$1.07M 0.01%
26,577
+11,116
734
$1.06M 0.01%
182,183
-75,773
735
$1.06M 0.01%
26,423
+120
736
$1.06M 0.01%
+53,817
737
$1.05M 0.01%
12,200
+144
738
$1.05M 0.01%
64,315
-73,168
739
$1.05M 0.01%
65,544
-11,102
740
$1.05M 0.01%
102,132
-10,692
741
$1.05M 0.01%
8,890
+31
742
$1.05M 0.01%
17,523
-3,688
743
$1.03M 0.01%
18,177
-810
744
$1.01M 0.01%
12,435
-5,257
745
$1.01M 0.01%
6,942
-2,324
746
$1.01M 0.01%
26,308
+6,437
747
$1M 0.01%
30,350
-495
748
$1M 0.01%
150,887
749
$1M 0.01%
22,966
+186
750
$997K 0.01%
19,020
+174
28 29
30
31 32