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
851
$622K ﹤0.01%
+19,550
852
$620K ﹤0.01%
6,212
+4,148
853
$620K ﹤0.01%
30,243
+4,509
854
$618K ﹤0.01%
15,227
-3,993
855
$617K ﹤0.01%
11,118
+696
856
$617K ﹤0.01%
7,689
+369
857
$617K ﹤0.01%
25,666
-2,024
858
$613K ﹤0.01%
4,614
-227
859
$612K ﹤0.01%
5,997
-17,940
860
$612K ﹤0.01%
10,035
+614
861
$612K ﹤0.01%
1,910
+195
862
$608K ﹤0.01%
159,982
-12,369
863
$604K ﹤0.01%
20,486
-5,793
864
$604K ﹤0.01%
9,548
+294
865
$603K ﹤0.01%
3,247
+1,099
866
$603K ﹤0.01%
4,082
+985
867
$602K ﹤0.01%
35,857
-13,627
868
$602K ﹤0.01%
30,050
-6,765
869
$601K ﹤0.01%
20,063
+7,786
870
$600K ﹤0.01%
6,931
+4,083
871
$599K ﹤0.01%
14,322
+165
872
$597K ﹤0.01%
+58,605
873
$594K ﹤0.01%
16,525
-5,285
874
$593K ﹤0.01%
12,002
-59
875
$591K ﹤0.01%
7,770
+276
33 34
35
36 37