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
1076
$348K ﹤0.01%
11,272
+392
1077
$346K ﹤0.01%
16,124
-497
1078
$346K ﹤0.01%
15,592
1079
$345K ﹤0.01%
17,685
-86
1080
$345K ﹤0.01%
6,371
-1,691
1081
$345K ﹤0.01%
5,942
-3,223
1082
$344K ﹤0.01%
3,421
+1,760
1083
$343K ﹤0.01%
35,504
-10,295
1084
$341K ﹤0.01%
9,655
+4,739
1085
$340K ﹤0.01%
5,305
-6,752
1086
$338K ﹤0.01%
+7,790
1087
$337K ﹤0.01%
+5,828
1088
$336K ﹤0.01%
+5,618
1089
$335K ﹤0.01%
+2,111
1090
$335K ﹤0.01%
2,906
+374
1091
$334K ﹤0.01%
4,623
-1,414
1092
$333K ﹤0.01%
12,481
+7,003
1093
$333K ﹤0.01%
+11,400
1094
$332K ﹤0.01%
+8,099
1095
$331K ﹤0.01%
5,932
+2,043
1096
$331K ﹤0.01%
22,905
-102
1097
$330K ﹤0.01%
2,760
+181
1098
$329K ﹤0.01%
48,051
-517
1099
$329K ﹤0.01%
22,791
+7,759
1100
$324K ﹤0.01%
5,355
+528
42 43
44
45 46