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
1076
$369K ﹤0.01%
10,630
+140
1077
$369K ﹤0.01%
3,789
+966
1078
$367K ﹤0.01%
4,569
+2,176
1079
$366K ﹤0.01%
5,712
-1,518
1080
$363K ﹤0.01%
3,967
-127
1081
$362K ﹤0.01%
7,602
-469
1082
$361K ﹤0.01%
9,517
+297
1083
$360K ﹤0.01%
6,924
-8,849
1084
$359K ﹤0.01%
+17,953
1085
$359K ﹤0.01%
26,941
+8,035
1086
$358K ﹤0.01%
3,829
+305
1087
$358K ﹤0.01%
49,805
1088
$357K ﹤0.01%
8,645
+653
1089
$357K ﹤0.01%
18,200
-2,721
1090
$355K ﹤0.01%
4,167
-3,017
1091
$355K ﹤0.01%
+13,074
1092
$354K ﹤0.01%
3,124
+647
1093
$353K ﹤0.01%
129,426
1094
$352K ﹤0.01%
15,945
+526
1095
$352K ﹤0.01%
7,282
+1,981
1096
$352K ﹤0.01%
10,577
-16,398
1097
$349K ﹤0.01%
2,489
-1,486
1098
$347K ﹤0.01%
9,064
-1,356
1099
$347K ﹤0.01%
8,441
+80
1100
$346K ﹤0.01%
119,004
42 43
44
45 46