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
951
$474K ﹤0.01%
35,175
+4,260
952
$473K ﹤0.01%
12,348
+1,631
953
$472K ﹤0.01%
57,449
+9,009
954
$471K ﹤0.01%
15,032
-9,940
955
$470K ﹤0.01%
6,320
+3,417
956
$470K ﹤0.01%
33,281
+437
957
$469K ﹤0.01%
20,879
-19,266
958
$465K ﹤0.01%
+12,237
959
$464K ﹤0.01%
27,170
+3,197
960
$464K ﹤0.01%
12,464
-12,417
961
$460K ﹤0.01%
2,390
-430
962
$459K ﹤0.01%
23,590
963
$459K ﹤0.01%
47,495
-652
964
$457K ﹤0.01%
61,541
-466,004
965
$457K ﹤0.01%
6,356
-1,432
966
$456K ﹤0.01%
39,599
-6,549
967
$455K ﹤0.01%
4,879
+590
968
$455K ﹤0.01%
14,888
+1,718
969
$454K ﹤0.01%
36,701
+10,335
970
$454K ﹤0.01%
63,796
+7,384
971
$453K ﹤0.01%
18,176
+178
972
$453K ﹤0.01%
12,072
-48
973
$453K ﹤0.01%
3,036
-579
974
$446K ﹤0.01%
12,604
975
$446K ﹤0.01%
7,135
+804
37 38
39
40 41