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
1201
$280K ﹤0.01%
2,336
1202
$280K ﹤0.01%
6,827
+53
1203
$280K ﹤0.01%
10,978
-102
1204
$279K ﹤0.01%
+12,332
1205
$279K ﹤0.01%
2,271
+6
1206
$279K ﹤0.01%
9,304
-1,049
1207
$278K ﹤0.01%
6,783
-194,018
1208
$277K ﹤0.01%
10,970
-54
1209
$276K ﹤0.01%
17,137
-11,646
1210
$275K ﹤0.01%
27,576
-9,661
1211
$275K ﹤0.01%
10,446
+210
1212
$273K ﹤0.01%
13,456
-39,688
1213
$273K ﹤0.01%
3,558
-204
1214
$272K ﹤0.01%
5,315
-41
1215
$270K ﹤0.01%
9,245
-3,609
1216
$270K ﹤0.01%
11,840
-1,848
1217
$269K ﹤0.01%
+3,126
1218
$268K ﹤0.01%
5,200
-165
1219
$268K ﹤0.01%
8,061
+2,547
1220
$268K ﹤0.01%
13,511
-288
1221
$267K ﹤0.01%
8,432
-14
1222
$267K ﹤0.01%
7,454
-982
1223
$267K ﹤0.01%
3,718
+826
1224
$267K ﹤0.01%
20,600
1225
$266K ﹤0.01%
+13,050
47 48
49
50 51