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
1101
$346K ﹤0.01%
3,259
-156,081
1102
$344K ﹤0.01%
21,418
+5,020
1103
$343K ﹤0.01%
6,246
+19
1104
$343K ﹤0.01%
15,840
-2,463
1105
$342K ﹤0.01%
11,302
-9,533
1106
$341K ﹤0.01%
47,321
-1,921
1107
$340K ﹤0.01%
12,147
+66
1108
$339K ﹤0.01%
10,215
-489
1109
$338K ﹤0.01%
11,986
-97
1110
$337K ﹤0.01%
14,740
-6,256
1111
$336K ﹤0.01%
2,895
-203
1112
$335K ﹤0.01%
6,508
+196
1113
$335K ﹤0.01%
8,865
+29
1114
$334K ﹤0.01%
14,204
1115
$333K ﹤0.01%
34,753
-5,484
1116
$333K ﹤0.01%
5,856
+387
1117
$332K ﹤0.01%
5,090
-67
1118
$332K ﹤0.01%
8,093
-4,595
1119
$331K ﹤0.01%
10,833
-11,185
1120
$331K ﹤0.01%
4,986
-98
1121
$331K ﹤0.01%
12,738
1122
$330K ﹤0.01%
+9,609
1123
$329K ﹤0.01%
10,103
+3,833
1124
$328K ﹤0.01%
13,644
+3,900
1125
$328K ﹤0.01%
9,558
+380
43 44
45
46 47