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
76
$60.7M 0.34%
1,088,875
-14,717
77
$59.7M 0.34%
694,338
+22,784
78
$59.6M 0.34%
380,251
+90,478
79
$58.4M 0.33%
984,900
+2,044
80
$57.6M 0.33%
708,098
+115,889
81
$57.3M 0.32%
643,377
-81,643
82
$57.2M 0.32%
346,119
+46,406
83
$56.7M 0.32%
770,583
-66,295
84
$56.3M 0.32%
700,217
+6,578
85
$56M 0.32%
528,449
+133,369
86
$53.9M 0.31%
472,639
+9,571
87
$53.7M 0.3%
423,951
+29,043
88
$52.5M 0.3%
168,329
-12,604
89
$52.3M 0.3%
215,695
-1,769
90
$52.2M 0.3%
772,129
-11,980
91
$50.6M 0.29%
1,057,799
-91,134
92
$50.3M 0.28%
1,102,861
+30,604
93
$50.1M 0.28%
1,321,905
+280,971
94
$49.5M 0.28%
1,721,000
-900,080
95
$49M 0.28%
341,827
-6,902
96
$49M 0.28%
314,147
+54,329
97
$48.1M 0.27%
842,804
+113,321
98
$47.7M 0.27%
181,363
-20,675
99
$46.3M 0.26%
338,650
+91,315
100
$45.7M 0.26%
323,933
+23,800
2 3
4
5 6