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
876
$587K ﹤0.01%
59,102
+7,656
877
$587K ﹤0.01%
45,350
+408
878
$587K ﹤0.01%
24,779
-3,368
879
$585K ﹤0.01%
+23,201
880
$580K ﹤0.01%
9,877
-603
881
$580K ﹤0.01%
10,199
-48,678
882
$578K ﹤0.01%
+8,035
883
$576K ﹤0.01%
39,051
884
$575K ﹤0.01%
14,953
+3,150
885
$573K ﹤0.01%
9,315
-50
886
$572K ﹤0.01%
+3,760
887
$571K ﹤0.01%
14,868
+2,516
888
$569K ﹤0.01%
23,638
-2,064
889
$568K ﹤0.01%
4,206
+2,447
890
$568K ﹤0.01%
26,286
+315
891
$567K ﹤0.01%
20,591
-3,187
892
$565K ﹤0.01%
16,064
+4,171
893
$565K ﹤0.01%
13,904
+315
894
$564K ﹤0.01%
3,095
+223
895
$564K ﹤0.01%
8,515
-1,831
896
$561K ﹤0.01%
30,953
+27
897
$558K ﹤0.01%
8,023
+3,402
898
$558K ﹤0.01%
+4,067
899
$557K ﹤0.01%
2,240
-106
900
$556K ﹤0.01%
1,715
+22
34 35
36
37 38