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
901
$599K ﹤0.01%
22,834
-3,917
902
$599K ﹤0.01%
42,295
-8,603
903
$599K ﹤0.01%
7,265
-1,177
904
$598K ﹤0.01%
9,298
-930
905
$596K ﹤0.01%
24,873
-3,917
906
$594K ﹤0.01%
12,950
+264
907
$593K ﹤0.01%
33,410
-4,610
908
$588K ﹤0.01%
10,456
-599
909
$587K ﹤0.01%
36,824
+481
910
$585K ﹤0.01%
18,173
-293
911
$585K ﹤0.01%
20,454
+324
912
$581K ﹤0.01%
21,986
-6,506
913
$580K ﹤0.01%
30,104
-824
914
$580K ﹤0.01%
27,543
-11,855
915
$580K ﹤0.01%
29,394
-17,022
916
$578K ﹤0.01%
29,063
+530
917
$577K ﹤0.01%
4,037
-1,578
918
$576K ﹤0.01%
+7,238
919
$572K ﹤0.01%
5,051
+202
920
$569K ﹤0.01%
9,439
+3,979
921
$569K ﹤0.01%
12,960
-571
922
$565K ﹤0.01%
13,864
-443
923
$564K ﹤0.01%
25,741
-14,415
924
$558K ﹤0.01%
23,671
+865
925
$555K ﹤0.01%
15,036
-20,981
35 36
37
38 39