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
1026
$393K ﹤0.01%
15,647
-146
1027
$389K ﹤0.01%
13,258
-7,069
1028
$389K ﹤0.01%
38,500
+4,000
1029
$389K ﹤0.01%
10,679
-2,596
1030
$386K ﹤0.01%
+8,783
1031
$386K ﹤0.01%
25,110
-6,350
1032
$386K ﹤0.01%
8,011
+2,967
1033
$386K ﹤0.01%
2,999
-593
1034
$385K ﹤0.01%
27,722
-16,603
1035
$384K ﹤0.01%
7,983
+868
1036
$384K ﹤0.01%
72,669
-85,392
1037
$384K ﹤0.01%
10,731
-1,293
1038
$383K ﹤0.01%
+4,489
1039
$383K ﹤0.01%
14,255
-983
1040
$381K ﹤0.01%
+8,362
1041
$381K ﹤0.01%
2,818
-2,675
1042
$380K ﹤0.01%
11,576
-2,624
1043
$380K ﹤0.01%
41,450
1044
$378K ﹤0.01%
5,472
+363
1045
$377K ﹤0.01%
+9,408
1046
$376K ﹤0.01%
19,067
1047
$375K ﹤0.01%
198,420
+3,786
1048
$372K ﹤0.01%
4,037
+1,520
1049
$372K ﹤0.01%
39,399
+13,513
1050
$372K ﹤0.01%
30,208
40 41
42
43 44