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
776
$818K ﹤0.01%
24,025
+3,497
777
$817K ﹤0.01%
25,827
+1,215
778
$813K ﹤0.01%
19,295
+858
779
$808K ﹤0.01%
7,296
-431
780
$801K ﹤0.01%
109,196
-27,816
781
$796K ﹤0.01%
+74,210
782
$795K ﹤0.01%
3,108
+2,525
783
$795K ﹤0.01%
10,651
+832
784
$794K ﹤0.01%
29,201
-141
785
$794K ﹤0.01%
7,680
+2,412
786
$791K ﹤0.01%
25,930
+1,577
787
$788K ﹤0.01%
1,820
+505
788
$784K ﹤0.01%
23,690
-8,028
789
$783K ﹤0.01%
29,155
-5,052
790
$781K ﹤0.01%
43,437
791
$775K ﹤0.01%
23,133
-21,011
792
$772K ﹤0.01%
16,061
+8,010
793
$770K ﹤0.01%
13,523
+1,077
794
$770K ﹤0.01%
80,590
+7,745
795
$769K ﹤0.01%
11,504
+1,364
796
$768K ﹤0.01%
205,382
-45,228
797
$763K ﹤0.01%
+30,767
798
$760K ﹤0.01%
28,316
+434
799
$758K ﹤0.01%
8,967
+4,220
800
$757K ﹤0.01%
53,566
+502
30 31
32
33 34