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
1201
$249K ﹤0.01%
3,702
-1,250
1202
$248K ﹤0.01%
15,714
+3,143
1203
$248K ﹤0.01%
1,070
1204
$247K ﹤0.01%
1,862
-45
1205
$247K ﹤0.01%
13,879
-433
1206
$247K ﹤0.01%
+2,603
1207
$246K ﹤0.01%
30,909
+7,151
1208
$246K ﹤0.01%
3,749
+869
1209
$244K ﹤0.01%
4,340
+1,362
1210
$244K ﹤0.01%
16,238
-628
1211
$244K ﹤0.01%
11,454
+1,094
1212
$243K ﹤0.01%
6,916
-332
1213
$243K ﹤0.01%
5,750
-136
1214
$243K ﹤0.01%
+9,836
1215
$242K ﹤0.01%
7,311
1216
$242K ﹤0.01%
3,466
+612
1217
$242K ﹤0.01%
8,095
-49,649
1218
$241K ﹤0.01%
+16,725
1219
$241K ﹤0.01%
15,310
-4,414
1220
$241K ﹤0.01%
+10,682
1221
$241K ﹤0.01%
+4,930
1222
$240K ﹤0.01%
6,636
+45
1223
$240K ﹤0.01%
3,241
1224
$240K ﹤0.01%
+12,000
1225
$239K ﹤0.01%
4,092
-10
47 48
49
50 51