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
1176
$267K ﹤0.01%
4,165
+345
1177
$266K ﹤0.01%
5,616
-6,445
1178
$264K ﹤0.01%
15,800
+1,000
1179
$264K ﹤0.01%
4,975
-715
1180
$263K ﹤0.01%
9,314
+2,283
1181
$262K ﹤0.01%
8,139
-13,733
1182
$262K ﹤0.01%
50,000
-5,000
1183
$261K ﹤0.01%
+5,736
1184
$261K ﹤0.01%
1,993
+275
1185
$260K ﹤0.01%
3,036
+558
1186
$259K ﹤0.01%
969
+207
1187
$259K ﹤0.01%
+12,270
1188
$258K ﹤0.01%
3,939
-3,661
1189
$258K ﹤0.01%
+1,850
1190
$258K ﹤0.01%
18,092
+7,672
1191
$256K ﹤0.01%
48,896
-4,908
1192
$255K ﹤0.01%
115,243
1193
$255K ﹤0.01%
+1,770
1194
$254K ﹤0.01%
1,495
+138
1195
$251K ﹤0.01%
1,380
+110
1196
$250K ﹤0.01%
15,290
+1,606
1197
$250K ﹤0.01%
732
+35
1198
$250K ﹤0.01%
5,602
+1,993
1199
$250K ﹤0.01%
3,972
-340
1200
$249K ﹤0.01%
64,000
-1,200
46 47
48
49 50