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
926
$503K ﹤0.01%
1,635
+371
927
$502K ﹤0.01%
18,083
-1,421
928
$497K ﹤0.01%
12,812
+550
929
$494K ﹤0.01%
25,687
930
$494K ﹤0.01%
11,197
-402
931
$493K ﹤0.01%
14,503
+9,918
932
$492K ﹤0.01%
16,767
-20
933
$490K ﹤0.01%
+50,032
934
$488K ﹤0.01%
40,255
+19,055
935
$488K ﹤0.01%
10,784
+358
936
$487K ﹤0.01%
+18,538
937
$486K ﹤0.01%
9,783
+3,027
938
$485K ﹤0.01%
37,050
-3,900
939
$483K ﹤0.01%
77,252
-22,814
940
$481K ﹤0.01%
17,958
-2,430
941
$480K ﹤0.01%
12,880
-950
942
$479K ﹤0.01%
91,740
+16,439
943
$479K ﹤0.01%
32,388
+14,038
944
$478K ﹤0.01%
33,800
-12,800
945
$476K ﹤0.01%
13,523
-356
946
$476K ﹤0.01%
30,801
-409
947
$475K ﹤0.01%
23,465
+1,220
948
$475K ﹤0.01%
14,194
+22
949
$475K ﹤0.01%
38,213
+1,950
950
$474K ﹤0.01%
19,677
+19
36 37
38
39 40