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
926
$554K ﹤0.01%
4,466
-116
927
$553K ﹤0.01%
17,747
-17,239
928
$550K ﹤0.01%
25,255
-5,937
929
$549K ﹤0.01%
30,802
-1,377
930
$548K ﹤0.01%
+13,866
931
$544K ﹤0.01%
79,372
+6,703
932
$544K ﹤0.01%
9,315
-990
933
$544K ﹤0.01%
+46,144
934
$543K ﹤0.01%
18,836
+3,419
935
$542K ﹤0.01%
3,868
-674
936
$541K ﹤0.01%
5,230
-1,073
937
$539K ﹤0.01%
13,238
+596
938
$539K ﹤0.01%
6,541
939
$539K ﹤0.01%
97,834
-151,200
940
$538K ﹤0.01%
125,330
+26,693
941
$536K ﹤0.01%
25,466
-112,722
942
$534K ﹤0.01%
49,254
+220
943
$534K ﹤0.01%
4,375
-175
944
$531K ﹤0.01%
+25,862
945
$531K ﹤0.01%
3,054
+403
946
$530K ﹤0.01%
27,492
+6,937
947
$529K ﹤0.01%
5,619
+2,284
948
$527K ﹤0.01%
5,323
-17,776
949
$526K ﹤0.01%
16,368
-18,461
950
$525K ﹤0.01%
10,589
+3,374
36 37
38
39 40