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
851
$734K ﹤0.01%
18,238
-5,138
852
$732K ﹤0.01%
23,465
853
$726K ﹤0.01%
23,567
+9,596
854
$724K ﹤0.01%
23,347
+4,755
855
$721K ﹤0.01%
6,267
-418
856
$720K ﹤0.01%
4,845
-265
857
$703K ﹤0.01%
10,990
-19,205
858
$701K ﹤0.01%
43,287
+5,039
859
$694K ﹤0.01%
18,580
+416
860
$693K ﹤0.01%
10,897
-838
861
$692K ﹤0.01%
19,337
+503
862
$689K ﹤0.01%
21,258
-660
863
$685K ﹤0.01%
7,788
+4,612
864
$685K ﹤0.01%
27,620
-5,220
865
$680K ﹤0.01%
13,823
+461
866
$679K ﹤0.01%
39,169
-7,979
867
$679K ﹤0.01%
42,369
-4,649
868
$674K ﹤0.01%
18,306
-838
869
$670K ﹤0.01%
29,574
+14,380
870
$666K ﹤0.01%
10,588
-1,800
871
$661K ﹤0.01%
9,171
-33
872
$661K ﹤0.01%
19,068
-7,005
873
$657K ﹤0.01%
39,652
-21,720
874
$654K ﹤0.01%
21,047
+546
875
$653K ﹤0.01%
7,333
-1,043
33 34
35
36 37