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
876
$651K ﹤0.01%
17,424
-296
877
$646K ﹤0.01%
+13,522
878
$643K ﹤0.01%
16,458
+5,375
879
$641K ﹤0.01%
21,012
880
$640K ﹤0.01%
13,203
-801
881
$639K ﹤0.01%
28,439
-31,233
882
$632K ﹤0.01%
+25,099
883
$630K ﹤0.01%
26,534
-33,796
884
$630K ﹤0.01%
5,873
-12
885
$629K ﹤0.01%
5,249
-129
886
$629K ﹤0.01%
26,505
-30,051
887
$626K ﹤0.01%
69,032
+37
888
$624K ﹤0.01%
30,232
-15,951
889
$624K ﹤0.01%
11,288
+207
890
$619K ﹤0.01%
+29,783
891
$618K ﹤0.01%
22,719
-630
892
$614K ﹤0.01%
14,661
-2,466
893
$614K ﹤0.01%
42,000
-736
894
$614K ﹤0.01%
14,250
-2,000
895
$612K ﹤0.01%
9,956
-1,231
896
$607K ﹤0.01%
21,459
-8,324
897
$604K ﹤0.01%
13,557
-338
898
$604K ﹤0.01%
14,590
-200
899
$602K ﹤0.01%
14,075
-623
900
$600K ﹤0.01%
7,207
+463
34 35
36
37 38