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
901
$555K ﹤0.01%
52,838
+21,325
902
$554K ﹤0.01%
25,861
-3,236
903
$547K ﹤0.01%
1,644
+302
904
$545K ﹤0.01%
10,845
+3,899
905
$544K ﹤0.01%
5,960
-75
906
$543K ﹤0.01%
15,378
-396
907
$542K ﹤0.01%
+2,686
908
$540K ﹤0.01%
6,627
+1,068
909
$535K ﹤0.01%
11,040
-6,383
910
$533K ﹤0.01%
12,386
+1,024
911
$532K ﹤0.01%
36,885
-7,832
912
$532K ﹤0.01%
14,492
+1,494
913
$530K ﹤0.01%
7,276
+965
914
$528K ﹤0.01%
15,430
+2,083
915
$520K ﹤0.01%
63,588
-9,160
916
$516K ﹤0.01%
60,700
+2,823
917
$514K ﹤0.01%
6,310
+388
918
$513K ﹤0.01%
11,303
+2,368
919
$512K ﹤0.01%
5,976
+2,356
920
$512K ﹤0.01%
+200,000
921
$511K ﹤0.01%
12,114
+2,334
922
$507K ﹤0.01%
+16,185
923
$507K ﹤0.01%
50,968
+6,256
924
$506K ﹤0.01%
9,884
-838
925
$505K ﹤0.01%
+47,818
35 36
37
38 39