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
1001
$459K ﹤0.01%
8,116
+632
1002
$455K ﹤0.01%
12,220
-5,791
1003
$454K ﹤0.01%
65,200
1004
$454K ﹤0.01%
18,775
1005
$453K ﹤0.01%
11,367
-100
1006
$451K ﹤0.01%
+10,075
1007
$450K ﹤0.01%
3,352
-334
1008
$448K ﹤0.01%
6,850
-2,133
1009
$447K ﹤0.01%
17,811
-262
1010
$446K ﹤0.01%
41,249
1011
$444K ﹤0.01%
5,161
+105
1012
$444K ﹤0.01%
53,631
1013
$443K ﹤0.01%
29,395
-35,115
1014
$441K ﹤0.01%
7,312
+54
1015
$441K ﹤0.01%
5,471
+506
1016
$441K ﹤0.01%
17,416
-17,280
1017
$440K ﹤0.01%
2,796
+38
1018
$440K ﹤0.01%
6,586
-574
1019
$439K ﹤0.01%
7,237
-269
1020
$438K ﹤0.01%
10,456
+3,412
1021
$437K ﹤0.01%
5,158
+22
1022
$436K ﹤0.01%
+8,498
1023
$436K ﹤0.01%
20,242
-1,049
1024
$436K ﹤0.01%
5,865
1025
$435K ﹤0.01%
37,500
39 40
41
42 43