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
776
$908K 0.01%
6,625
+20
777
$906K 0.01%
12,769
-367
778
$906K 0.01%
45,112
-6,031
779
$905K 0.01%
54,286
-10,714
780
$903K 0.01%
8,146
+1,265
781
$903K 0.01%
4,930
+75
782
$900K 0.01%
33,431
+17,442
783
$897K 0.01%
38,857
-5,797
784
$891K 0.01%
3,445
+13
785
$887K 0.01%
31,456
-3,534
786
$886K 0.01%
62,950
-9,450
787
$886K 0.01%
21,150
+6,266
788
$883K 0.01%
61,058
+26,143
789
$883K 0.01%
+63,989
790
$883K 0.01%
12,073
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791
$880K 0.01%
30,500
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792
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35,738
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793
$878K 0.01%
24,847
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794
$877K 0.01%
15,409
-621
795
$874K 0.01%
14,131
-146
796
$873K 0.01%
134,062
-13,336
797
$861K 0.01%
23,738
-5,205
798
$859K 0.01%
30,334
+14,368
799
$857K 0.01%
56,592
-257,163
800
$854K 0.01%
32,867
+3,735
30 31
32
33 34