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
1176
$299K ﹤0.01%
27,411
-28,900
1177
$296K ﹤0.01%
6,169
-2,032
1178
$295K ﹤0.01%
9,904
+140
1179
$292K ﹤0.01%
6,460
+1,056
1180
$292K ﹤0.01%
+5,729
1181
$291K ﹤0.01%
+6,354
1182
$291K ﹤0.01%
14,711
+49
1183
$290K ﹤0.01%
35,054
+3,099
1184
$289K ﹤0.01%
20,298
+5,676
1185
$289K ﹤0.01%
6,645
-3,199
1186
$289K ﹤0.01%
3,403
+1,040
1187
$288K ﹤0.01%
80,607
+21,996
1188
$287K ﹤0.01%
342
+63
1189
$287K ﹤0.01%
7,576
-7,424
1190
$286K ﹤0.01%
3,076
-2,389
1191
$286K ﹤0.01%
2,873
-385
1192
$286K ﹤0.01%
+20,050
1193
$285K ﹤0.01%
8,150
-250
1194
$285K ﹤0.01%
4,040
+590
1195
$283K ﹤0.01%
52,345
1196
$283K ﹤0.01%
11,418
-14,733
1197
$283K ﹤0.01%
11,158
+273
1198
$283K ﹤0.01%
9,210
-3,408
1199
$283K ﹤0.01%
2,430
+583
1200
$283K ﹤0.01%
17,585
+2,465
46 47
48
49 50