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
1051
$372K ﹤0.01%
14,401
+92
1052
$371K ﹤0.01%
10,896
+1,803
1053
$370K ﹤0.01%
16,178
+12,161
1054
$367K ﹤0.01%
16,220
-302
1055
$365K ﹤0.01%
38,330
-14,786
1056
$364K ﹤0.01%
39,091
+11,585
1057
$363K ﹤0.01%
28,672
-13,600
1058
$362K ﹤0.01%
23,277
-1,200
1059
$362K ﹤0.01%
3,147
-1,242
1060
$361K ﹤0.01%
+5,853
1061
$361K ﹤0.01%
14,448
+733
1062
$361K ﹤0.01%
11,458
+2,477
1063
$359K ﹤0.01%
+8,500
1064
$359K ﹤0.01%
3,438
+23
1065
$356K ﹤0.01%
+7,529
1066
$356K ﹤0.01%
29,750
+5,176
1067
$355K ﹤0.01%
+8,397
1068
$355K ﹤0.01%
5,511
-14
1069
$352K ﹤0.01%
14,828
+4,781
1070
$350K ﹤0.01%
15,317
-28,675
1071
$350K ﹤0.01%
13,880
+352
1072
$350K ﹤0.01%
8,872
+5,475
1073
$349K ﹤0.01%
15,207
+7,353
1074
$349K ﹤0.01%
28,629
+671
1075
$348K ﹤0.01%
38,201
+1,519
41 42
43
44 45