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
976
$491K ﹤0.01%
11,273
-549
977
$490K ﹤0.01%
47,574
+1,183
978
$490K ﹤0.01%
29,844
-33,360
979
$488K ﹤0.01%
19,886
-534
980
$488K ﹤0.01%
10,407
+135
981
$488K ﹤0.01%
34,446
-2,308
982
$488K ﹤0.01%
11,331
-6,151
983
$487K ﹤0.01%
49,655
-795
984
$486K ﹤0.01%
7,990
-16,640
985
$483K ﹤0.01%
+37,632
986
$483K ﹤0.01%
49,980
+27,565
987
$482K ﹤0.01%
17,250
+152
988
$477K ﹤0.01%
32,592
+5,370
989
$475K ﹤0.01%
7,445
+977
990
$474K ﹤0.01%
6,898
-153
991
$473K ﹤0.01%
9,604
-2,064
992
$471K ﹤0.01%
14,151
-2,839
993
$471K ﹤0.01%
19,563
+6
994
$470K ﹤0.01%
3,513
-499
995
$468K ﹤0.01%
11,353
-70
996
$467K ﹤0.01%
36,000
-56,388
997
$463K ﹤0.01%
39,890
+1,140
998
$462K ﹤0.01%
938
-211
999
$462K ﹤0.01%
6,037
-2,378
1000
$460K ﹤0.01%
79,090
+5,353
38 39
40
41 42