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
1151
$312K ﹤0.01%
1,635
-12
1152
$311K ﹤0.01%
4,770
-913
1153
$311K ﹤0.01%
15,131
+111
1154
$310K ﹤0.01%
14,997
-263
1155
$310K ﹤0.01%
+18,570
1156
$309K ﹤0.01%
4,369
1157
$309K ﹤0.01%
2,292
+658
1158
$309K ﹤0.01%
6,451
-3,392
1159
$306K ﹤0.01%
6,640
-120
1160
$305K ﹤0.01%
29,167
-26,906
1161
$305K ﹤0.01%
11,229
+261
1162
$305K ﹤0.01%
7,506
1163
$304K ﹤0.01%
77,520
-145,941
1164
$304K ﹤0.01%
63,134
+3,477
1165
$304K ﹤0.01%
37,041
+1,604
1166
$304K ﹤0.01%
14,804
+1,063
1167
$304K ﹤0.01%
3,552
-6,072
1168
$303K ﹤0.01%
+17,347
1169
$303K ﹤0.01%
+11,094
1170
$301K ﹤0.01%
5,135
-2,308
1171
$301K ﹤0.01%
5,720
-218
1172
$301K ﹤0.01%
14,615
-3,967
1173
$301K ﹤0.01%
5,400
1174
$300K ﹤0.01%
51,000
-34,000
1175
$300K ﹤0.01%
5,651
-9,830
45 46
47
48 49