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
976
$445K ﹤0.01%
9,550
-14
977
$441K ﹤0.01%
54,500
+6,500
978
$440K ﹤0.01%
54,392
+408
979
$440K ﹤0.01%
47,530
+2,008
980
$439K ﹤0.01%
13,177
-781
981
$438K ﹤0.01%
6,806
+4,407
982
$438K ﹤0.01%
13,346
-3,041
983
$437K ﹤0.01%
26,144
+5,033
984
$436K ﹤0.01%
42,732
+9,794
985
$435K ﹤0.01%
22,289
-1,754
986
$435K ﹤0.01%
25,921
-23,791
987
$435K ﹤0.01%
11,537
+1,969
988
$434K ﹤0.01%
25,111
+1,050
989
$434K ﹤0.01%
11,131
-24,154
990
$432K ﹤0.01%
22,850
-1,900
991
$429K ﹤0.01%
12,644
+4,003
992
$427K ﹤0.01%
13,185
+3,463
993
$424K ﹤0.01%
47,858
+254
994
$424K ﹤0.01%
16,352
+2,714
995
$423K ﹤0.01%
10,140
-797
996
$422K ﹤0.01%
7,876
+858
997
$422K ﹤0.01%
5,996
-724
998
$420K ﹤0.01%
13,067
+903
999
$418K ﹤0.01%
9,645
-17
1000
$416K ﹤0.01%
3,156
-714
38 39
40
41 42