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
801
$852K 0.01%
42,755
+6,580
802
$851K 0.01%
25,387
-14,244
803
$850K 0.01%
9,502
-42
804
$848K 0.01%
23,147
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805
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13,669
-98
806
$847K 0.01%
73,959
-10,395
807
$845K 0.01%
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808
$844K 0.01%
41,419
-9,063
809
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126,221
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810
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16,203
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811
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50,069
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812
$839K 0.01%
23,838
+10,348
813
$834K 0.01%
49,406
+2,000
814
$833K 0.01%
26,268
-1,495
815
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12,539
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34,714
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817
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57,256
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818
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66,590
-26,052
819
$820K 0.01%
6,258
-42
820
$820K 0.01%
68,702
-27,014
821
$804K ﹤0.01%
313,974
-40,172
822
$803K ﹤0.01%
42,665
+17,000
823
$798K ﹤0.01%
18,412
-178,179
824
$798K ﹤0.01%
10,775
+3,157
825
$796K ﹤0.01%
2,778
-291
31 32
33
34 35