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
76
$54.2M 0.33%
1,248,308
+65,156
77
$52.9M 0.32%
2,370,652
-416,900
78
$51M 0.31%
2,368,142
-344,800
79
$51M 0.31%
613,489
-68,855
80
$48.6M 0.3%
735,523
+26,153
81
$48.1M 0.29%
180,312
+9,372
82
$48M 0.29%
1,017,853
-274,601
83
$47.6M 0.29%
283,531
-65,134
84
$47.3M 0.29%
1,037,705
-1,679,642
85
$47.3M 0.29%
529,566
-26,808
86
$47M 0.29%
992,368
+57,102
87
$46.9M 0.28%
209,415
+26,090
88
$46.4M 0.28%
435,921
-10,381
89
$46.4M 0.28%
1,014,760
-370,895
90
$44.2M 0.27%
464,205
-93,593
91
$43.5M 0.26%
685,617
-150,281
92
$43.3M 0.26%
932,419
-102,041
93
$42.6M 0.26%
492,678
+39,960
94
$41.5M 0.25%
308,692
+31,700
95
$40.5M 0.25%
349,956
-9,951
96
$40.2M 0.24%
439,916
-613,602
97
$40.1M 0.24%
249,239
-9,197
98
$39.9M 0.24%
214,361
+845
99
$39.7M 0.24%
365,593
-80,455
100
$39.7M 0.24%
331,776
-80,553
2 3
4
5 6