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
1026
$434K ﹤0.01%
+8,940
1027
$434K ﹤0.01%
36,605
-19,971
1028
$427K ﹤0.01%
10,634
+702
1029
$426K ﹤0.01%
11,352
-2,212
1030
$425K ﹤0.01%
26,784
-24,991
1031
$425K ﹤0.01%
7,888
-12,440
1032
$422K ﹤0.01%
1,573
-19
1033
$420K ﹤0.01%
9,361
-653
1034
$419K ﹤0.01%
14,130
+5,257
1035
$419K ﹤0.01%
12,631
-1,812
1036
$418K ﹤0.01%
+21,090
1037
$415K ﹤0.01%
3,662
-1,572
1038
$414K ﹤0.01%
5,369
+1,219
1039
$414K ﹤0.01%
22,536
+290
1040
$412K ﹤0.01%
4,172
-468
1041
$411K ﹤0.01%
13,196
-14,247
1042
$411K ﹤0.01%
2,534
-33
1043
$409K ﹤0.01%
6,289
-237
1044
$409K ﹤0.01%
15,329
+1,157
1045
$408K ﹤0.01%
20,197
-179
1046
$408K ﹤0.01%
27,574
-14,430
1047
$405K ﹤0.01%
12,502
+84
1048
$398K ﹤0.01%
13,183
+1,620
1049
$398K ﹤0.01%
13,972
1050
$393K ﹤0.01%
12,458
-116
40 41
42
43 44