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
751
$996K 0.01%
9,307
-34
752
$994K 0.01%
65,504
-10,072
753
$992K 0.01%
23,468
+19,707
754
$988K 0.01%
10,142
-25
755
$984K 0.01%
+32,736
756
$983K 0.01%
63,500
-63,591
757
$975K 0.01%
67,701
+13,661
758
$963K 0.01%
98,253
-366,253
759
$962K 0.01%
12,195
760
$959K 0.01%
20,553
+2,847
761
$959K 0.01%
8,792
-4,127
762
$958K 0.01%
13,399
-575
763
$956K 0.01%
86,442
+7,987
764
$944K 0.01%
7,883
-732
765
$941K 0.01%
25,468
+15,768
766
$933K 0.01%
60,059
-3,445
767
$928K 0.01%
26,395
-549
768
$925K 0.01%
21,259
-4,059
769
$924K 0.01%
18,171
-1,354
770
$923K 0.01%
19,228
+2,840
771
$920K 0.01%
268,221
772
$918K 0.01%
+18,648
773
$917K 0.01%
13,681
-242
774
$916K 0.01%
17,289
+5,626
775
$913K 0.01%
17,535
+386
29 30
31
32 33