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
101
$39.1M 0.24%
285,782
+63,164
102
$38.8M 0.24%
331,627
-130,269
103
$38.6M 0.23%
623,049
+105,583
104
$38.5M 0.23%
216,993
+53,718
105
$38.5M 0.23%
654,591
-11,874
106
$38.2M 0.23%
1,554,477
-43,828
107
$37.6M 0.23%
235,305
+22,794
108
$37.5M 0.23%
1,043,656
+180,198
109
$37.2M 0.23%
654,118
+29,627
110
$36.8M 0.22%
338,740
+54,184
111
$35.2M 0.21%
1,181,762
-6,444
112
$35.2M 0.21%
786,947
-23,931
113
$35M 0.21%
996,957
+28,864
114
$35M 0.21%
237,516
+17,031
115
$34.2M 0.21%
395,719
+793
116
$33.4M 0.2%
109
-593
117
$33.4M 0.2%
241,287
+8,949
118
$33M 0.2%
575,910
-41,081
119
$32.5M 0.2%
172,026
+23,968
120
$32.4M 0.2%
634,827
+11,913
121
$32.3M 0.2%
700,766
-70,846
122
$31.9M 0.19%
379,728
-2,989
123
$31.5M 0.19%
292,061
-64,876
124
$31M 0.19%
258,839
-16,519
125
$31M 0.19%
1,044,234
-14,735
3 4
5
6 7