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
1051
$393K ﹤0.01%
45,576
-59,208
1052
$393K ﹤0.01%
6,891
-55
1053
$392K ﹤0.01%
9,737
+220
1054
$391K ﹤0.01%
37,810
-11,995
1055
$390K ﹤0.01%
12,736
+376
1056
$388K ﹤0.01%
14,593
+5,411
1057
$388K ﹤0.01%
5,753
+445
1058
$385K ﹤0.01%
20,264
+11,546
1059
$384K ﹤0.01%
1,570
-68
1060
$383K ﹤0.01%
11,490
-25,164
1061
$382K ﹤0.01%
12,756
+680
1062
$381K ﹤0.01%
8,001
-38
1063
$381K ﹤0.01%
9,274
-16,654
1064
$381K ﹤0.01%
3,174
1065
$379K ﹤0.01%
8,709
-5,273
1066
$379K ﹤0.01%
11,666
+984
1067
$377K ﹤0.01%
27,269
+5,072
1068
$377K ﹤0.01%
26,770
-1,710
1069
$376K ﹤0.01%
16,559
-139
1070
$376K ﹤0.01%
118,243
-47,687
1071
$375K ﹤0.01%
1,322
1072
$374K ﹤0.01%
992
+50
1073
$373K ﹤0.01%
3,609
+59
1074
$371K ﹤0.01%
9,906
-4,438
1075
$371K ﹤0.01%
22,872
-2,427
41 42
43
44 45