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
951
$524K ﹤0.01%
3,744
-3,693
952
$524K ﹤0.01%
41,450
953
$522K ﹤0.01%
23,934
+14,793
954
$519K ﹤0.01%
23,203
-3,685
955
$516K ﹤0.01%
14,946
+484
956
$516K ﹤0.01%
20,844
-12,187
957
$515K ﹤0.01%
6,155
+550
958
$511K ﹤0.01%
28,445
-5,589
959
$511K ﹤0.01%
16,172
-2,308
960
$507K ﹤0.01%
10,984
+4,103
961
$507K ﹤0.01%
83,500
+23,500
962
$506K ﹤0.01%
95,588
-13,000
963
$504K ﹤0.01%
39,615
-20,318
964
$500K ﹤0.01%
+12,143
965
$499K ﹤0.01%
29,268
-3,949
966
$499K ﹤0.01%
18,217
-30,663
967
$498K ﹤0.01%
11,958
-309
968
$498K ﹤0.01%
9,775
-350
969
$498K ﹤0.01%
16,954
-272
970
$496K ﹤0.01%
18,928
-1,115
971
$495K ﹤0.01%
26,823
-115,002
972
$495K ﹤0.01%
10,520
-5
973
$494K ﹤0.01%
9,517
-2,120
974
$493K ﹤0.01%
3,447
-715
975
$492K ﹤0.01%
24,460
-38,799
37 38
39
40 41