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
826
$794K ﹤0.01%
16,582
+6,370
827
$793K ﹤0.01%
60,008
+28
828
$791K ﹤0.01%
9,758
-5,030
829
$790K ﹤0.01%
27,700
-5,023
830
$786K ﹤0.01%
+26,356
831
$786K ﹤0.01%
+12,993
832
$785K ﹤0.01%
10,539
-102
833
$780K ﹤0.01%
11,294
+46
834
$779K ﹤0.01%
53,152
-40,671
835
$773K ﹤0.01%
23,000
+1,680
836
$772K ﹤0.01%
24,051
-451
837
$770K ﹤0.01%
8,164
-170
838
$769K ﹤0.01%
39,332
+26,363
839
$760K ﹤0.01%
58,800
+7,966
840
$756K ﹤0.01%
6,174
-6,174
841
$755K ﹤0.01%
21,358
-79,979
842
$755K ﹤0.01%
19,473
-15,755
843
$754K ﹤0.01%
7,721
+95
844
$752K ﹤0.01%
3,566
-1,945
845
$742K ﹤0.01%
10,504
-3,344
846
$740K ﹤0.01%
8,190
+1,262
847
$738K ﹤0.01%
12,448
-809
848
$736K ﹤0.01%
49,815
-82,729
849
$735K ﹤0.01%
195,995
-84,093
850
$735K ﹤0.01%
18,126
+2,929
32 33
34
35 36