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
1126
$328K ﹤0.01%
4,420
-88
1127
$326K ﹤0.01%
37,800
-3,297,950
1128
$326K ﹤0.01%
7,827
+1,135
1129
$326K ﹤0.01%
6,115
+9
1130
$325K ﹤0.01%
17,602
-383,739
1131
$325K ﹤0.01%
18,714
+274
1132
$324K ﹤0.01%
35,437
-616
1133
$324K ﹤0.01%
8,993
+47
1134
$323K ﹤0.01%
12,733
-1,235
1135
$322K ﹤0.01%
19,892
-2,788
1136
$322K ﹤0.01%
1,139
-876
1137
$322K ﹤0.01%
7,480
+2,236
1138
$322K ﹤0.01%
12,145
+5,199
1139
$321K ﹤0.01%
2,581
+609
1140
$321K ﹤0.01%
3,450
-923
1141
$321K ﹤0.01%
7,056
+949
1142
$320K ﹤0.01%
10,242
-2,835
1143
$320K ﹤0.01%
1,713
+257
1144
$319K ﹤0.01%
39,788
+14,731
1145
$317K ﹤0.01%
6,010
-123
1146
$317K ﹤0.01%
1,679
+150
1147
$316K ﹤0.01%
9,652
+1,007
1148
$315K ﹤0.01%
5,168
+346
1149
$314K ﹤0.01%
5,122
+122
1150
$313K ﹤0.01%
8,200
-3,500
44 45
46
47 48