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
751
$869K ﹤0.01%
70,674
+4,893
752
$866K ﹤0.01%
62,893
+20,186
753
$862K ﹤0.01%
42,058
+9,894
754
$858K ﹤0.01%
25,725
-2,725
755
$858K ﹤0.01%
24,628
+1,588
756
$856K ﹤0.01%
61,068
+6,649
757
$856K ﹤0.01%
51,436
-148
758
$851K ﹤0.01%
22,704
+3,636
759
$850K ﹤0.01%
18,397
+1,299
760
$849K ﹤0.01%
18,327
+1,182
761
$847K ﹤0.01%
30,251
-23,248
762
$843K ﹤0.01%
18,252
-8,549
763
$843K ﹤0.01%
9,524
+459
764
$840K ﹤0.01%
9,945
+1,205
765
$839K ﹤0.01%
12,468
+224
766
$838K ﹤0.01%
148,101
+50,447
767
$836K ﹤0.01%
12,836
+2,009
768
$831K ﹤0.01%
120,238
-42,887
769
$829K ﹤0.01%
8,276
-171
770
$828K ﹤0.01%
2,362
+1,138
771
$825K ﹤0.01%
26,318
-2,064
772
$824K ﹤0.01%
50,879
-8,444
773
$822K ﹤0.01%
28,869
-6,623
774
$821K ﹤0.01%
15,069
-4,172
775
$821K ﹤0.01%
99,044
-79,007
29 30
31
32 33