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
726
$951K 0.01%
3,206
+2,249
727
$942K 0.01%
39,004
+12,175
728
$941K 0.01%
25,058
-2,325
729
$934K 0.01%
23,671
+3,989
730
$933K 0.01%
78,815
-6,505
731
$931K 0.01%
12,934
-577
732
$930K 0.01%
43,503
-2,927
733
$929K 0.01%
48,140
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734
$928K 0.01%
9,173
+193
735
$918K 0.01%
34,248
-3,863
736
$917K 0.01%
53,348
+16,968
737
$916K 0.01%
25,707
+8,276
738
$915K 0.01%
8,916
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739
$912K 0.01%
7,513
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740
$907K 0.01%
278,221
741
$905K 0.01%
3,348
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742
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6,458
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8,835
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744
$900K 0.01%
64,145
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745
$897K 0.01%
185,656
-22,982
746
$893K 0.01%
15,422
+10,210
747
$889K 0.01%
25,170
-10,911
748
$883K 0.01%
38,072
+6,727
749
$876K 0.01%
62,865
+17,603
750
$874K 0.01%
27,443
28 29
30
31 32