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
801
$752K ﹤0.01%
12,185
-573
802
$750K ﹤0.01%
8,183
-1
803
$748K ﹤0.01%
7,519
+2,347
804
$747K ﹤0.01%
40,128
-74,884
805
$744K ﹤0.01%
19,019
-534
806
$739K ﹤0.01%
35,323
+334
807
$738K ﹤0.01%
16,441
-4,401
808
$737K ﹤0.01%
11,071
+7,319
809
$735K ﹤0.01%
80,699
+14,833
810
$730K ﹤0.01%
26,350
-1,729
811
$729K ﹤0.01%
4,403
+1,459
812
$721K ﹤0.01%
17,724
+1,223
813
$719K ﹤0.01%
13,992
-810
814
$719K ﹤0.01%
16,732
+2,371
815
$717K ﹤0.01%
847
-91
816
$716K ﹤0.01%
20,956
+12,982
817
$714K ﹤0.01%
9,001
-3,604
818
$712K ﹤0.01%
54,093
-18,345
819
$711K ﹤0.01%
2,137
+1,330
820
$701K ﹤0.01%
5,975
-26
821
$700K ﹤0.01%
5,013
+525
822
$697K ﹤0.01%
73,692
+27,135
823
$697K ﹤0.01%
14,698
+1,336
824
$696K ﹤0.01%
70,779
+21,044
825
$693K ﹤0.01%
26,356
31 32
33
34 35