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
1101
$323K ﹤0.01%
10,165
+4,664
1102
$322K ﹤0.01%
4,668
-28
1103
$322K ﹤0.01%
7,226
+210
1104
$321K ﹤0.01%
5,486
+2,484
1105
$321K ﹤0.01%
17,833
+3,560
1106
$320K ﹤0.01%
5,799
+538
1107
$320K ﹤0.01%
2,964
-910
1108
$318K ﹤0.01%
+10,606
1109
$318K ﹤0.01%
+6,857
1110
$317K ﹤0.01%
6,303
+1,297
1111
$317K ﹤0.01%
4,170
+200
1112
$317K ﹤0.01%
51,340
+5,078
1113
$316K ﹤0.01%
7,907
-3,691
1114
$316K ﹤0.01%
1,753
-16
1115
$316K ﹤0.01%
2,187
+338
1116
$315K ﹤0.01%
+3,857
1117
$314K ﹤0.01%
5,497
-3,380
1118
$314K ﹤0.01%
208,147
-140,247
1119
$314K ﹤0.01%
11,420
-1,214
1120
$313K ﹤0.01%
+12,285
1121
$313K ﹤0.01%
5,615
+205
1122
$313K ﹤0.01%
3,574
+1,066
1123
$313K ﹤0.01%
13,815
+5,046
1124
$311K ﹤0.01%
10,772
-800
1125
$311K ﹤0.01%
+7,036
43 44
45
46 47