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
1126
$310K ﹤0.01%
38,143
-21,108
1127
$310K ﹤0.01%
28,719
+10,698
1128
$309K ﹤0.01%
5,610
-654
1129
$309K ﹤0.01%
5,329
+164
1130
$309K ﹤0.01%
22,899
+5,314
1131
$308K ﹤0.01%
29,692
-289,786
1132
$305K ﹤0.01%
2,958
+962
1133
$305K ﹤0.01%
+42,600
1134
$303K ﹤0.01%
+10,112
1135
$303K ﹤0.01%
9,031
+1,289
1136
$300K ﹤0.01%
17,750
+725
1137
$298K ﹤0.01%
24,191
1138
$298K ﹤0.01%
2,600
-841
1139
$297K ﹤0.01%
8,321
-1,083
1140
$295K ﹤0.01%
32,483
-18,025
1141
$294K ﹤0.01%
6,927
-5,576
1142
$294K ﹤0.01%
+13,873
1143
$294K ﹤0.01%
19,735
1144
$292K ﹤0.01%
4,660
-208
1145
$292K ﹤0.01%
27,618
-18,961
1146
$291K ﹤0.01%
23,508
+6,613
1147
$290K ﹤0.01%
5,447
-471
1148
$290K ﹤0.01%
+2,295
1149
$287K ﹤0.01%
79,186
+11,977
1150
$287K ﹤0.01%
+4,954
44 45
46
47 48