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
1151
$286K ﹤0.01%
19,876
+5,130
1152
$286K ﹤0.01%
26,926
+3,419
1153
$285K ﹤0.01%
48,826
1154
$285K ﹤0.01%
2,402
-1,302
1155
$283K ﹤0.01%
2,773
-347
1156
$283K ﹤0.01%
2,655
+516
1157
$282K ﹤0.01%
7,760
-19,515
1158
$280K ﹤0.01%
892
-565
1159
$279K ﹤0.01%
6,442
-646
1160
$279K ﹤0.01%
36,546
+564
1161
$279K ﹤0.01%
+2,718
1162
$277K ﹤0.01%
+4,215
1163
$277K ﹤0.01%
3,289
-460
1164
$277K ﹤0.01%
9,150
-2,150
1165
$276K ﹤0.01%
10,478
+2,242
1166
$276K ﹤0.01%
14,529
1167
$276K ﹤0.01%
930
-28
1168
$276K ﹤0.01%
39,946
-34,673
1169
$274K ﹤0.01%
+25,096
1170
$273K ﹤0.01%
118,788
+8,139
1171
$273K ﹤0.01%
4,336
-1,436
1172
$273K ﹤0.01%
+9,414
1173
$272K ﹤0.01%
11,691
+4,366
1174
$270K ﹤0.01%
6,741
+3,071
1175
$268K ﹤0.01%
5,516
+790
45 46
47
48 49