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
101
$45M 0.26%
2,163,605
-497,712
102
$44.4M 0.25%
319,748
-4,070
103
$42.9M 0.24%
887,432
-35,981
104
$40.7M 0.23%
1,680,428
+334,943
105
$40.7M 0.23%
1,180,546
+82,085
106
$40.5M 0.23%
456,645
-58,923
107
$40.4M 0.23%
807,417
+29,601
108
$40.2M 0.23%
254,456
+53,333
109
$40.1M 0.23%
401,530
-58,560
110
$40M 0.23%
225,573
-33
111
$38.3M 0.22%
266,697
-15,982
112
$37.3M 0.21%
235,939
-48,683
113
$36.9M 0.21%
853,956
-140,337
114
$35.6M 0.2%
713,954
-97,120
115
$35.6M 0.2%
844,849
+71,175
116
$35.6M 0.2%
287,539
-5,161
117
$35.3M 0.2%
593,526
-17,435
118
$34.8M 0.2%
296,025
+71,091
119
$34.7M 0.2%
232,380
-137,622
120
$34.2M 0.19%
357,118
-18,671
121
$32.8M 0.19%
584,498
-260,163
122
$32.6M 0.18%
247,813
+10,304
123
$32M 0.18%
681,830
+429,439
124
$31.9M 0.18%
427,005
+105,963
125
$31.8M 0.18%
505,605
+89,003
3 4
5
6 7