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
1001
$416K ﹤0.01%
9,485
+2,337
1002
$415K ﹤0.01%
7,367
-1,397
1003
$414K ﹤0.01%
+11,638
1004
$414K ﹤0.01%
15,658
+79
1005
$411K ﹤0.01%
+9,950
1006
$409K ﹤0.01%
7,444
-11
1007
$408K ﹤0.01%
35,138
-46,356
1008
$406K ﹤0.01%
+9,536
1009
$406K ﹤0.01%
12,736
+337
1010
$405K ﹤0.01%
31,408
-28,952
1011
$404K ﹤0.01%
9,000
+12
1012
$404K ﹤0.01%
30,433
-71
1013
$404K ﹤0.01%
4,496
-1,234
1014
$403K ﹤0.01%
131,667
+29,809
1015
$402K ﹤0.01%
7,277
+3,647
1016
$400K ﹤0.01%
+7,276
1017
$400K ﹤0.01%
5,358
+2,514
1018
$399K ﹤0.01%
18,245
-1,140
1019
$399K ﹤0.01%
26,032
-11,560
1020
$398K ﹤0.01%
23,621
+10,553
1021
$397K ﹤0.01%
30,389
-18,224
1022
$396K ﹤0.01%
11,975
+2,617
1023
$396K ﹤0.01%
8,421
+3,041
1024
$394K ﹤0.01%
5,973
-1,295
1025
$394K ﹤0.01%
4,389
-1,526
39 40
41
42 43