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
826
$687K ﹤0.01%
19,071
+2,368
827
$684K ﹤0.01%
43,929
828
$681K ﹤0.01%
14,004
-7,508
829
$676K ﹤0.01%
30,308
+71
830
$674K ﹤0.01%
23,952
-45,036
831
$674K ﹤0.01%
5,061
-23,277
832
$673K ﹤0.01%
143,628
+2,245
833
$672K ﹤0.01%
8,815
+5,644
834
$669K ﹤0.01%
22,685
+2,757
835
$664K ﹤0.01%
7,584
-616
836
$661K ﹤0.01%
10,007
+100
837
$661K ﹤0.01%
14,060
+4,720
838
$659K ﹤0.01%
42,146
-3,528
839
$657K ﹤0.01%
44,219
-18,354
840
$642K ﹤0.01%
+17,221
841
$640K ﹤0.01%
18,868
+5,777
842
$639K ﹤0.01%
10,695
-1,297
843
$635K ﹤0.01%
14,450
-84
844
$635K ﹤0.01%
17,316
+7,686
845
$634K ﹤0.01%
10,891
+1,409
846
$631K ﹤0.01%
29,606
+916
847
$631K ﹤0.01%
23,669
+1,730
848
$630K ﹤0.01%
21,726
+11,424
849
$627K ﹤0.01%
64,526
-2,009
850
$627K ﹤0.01%
12,032
-1,549
32 33
34
35 36