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
1226
$266K ﹤0.01%
3,370
-1,321
1227
$266K ﹤0.01%
2,805
-5,082
1228
$266K ﹤0.01%
+6,901
1229
$265K ﹤0.01%
16,028
+604
1230
$265K ﹤0.01%
+3,892
1231
$264K ﹤0.01%
8,475
+51
1232
$264K ﹤0.01%
4,478
-1,480
1233
$264K ﹤0.01%
7,945
-719
1234
$264K ﹤0.01%
5,398
1235
$263K ﹤0.01%
28,599
-3,000
1236
$261K ﹤0.01%
4,564
-1,244
1237
$260K ﹤0.01%
9,098
1238
$257K ﹤0.01%
+4,751
1239
$257K ﹤0.01%
17,600
-17,500
1240
$257K ﹤0.01%
8,161
-1,079
1241
$256K ﹤0.01%
18,194
-4,593
1242
$255K ﹤0.01%
+9,180
1243
$254K ﹤0.01%
33,932
-1,211
1244
$253K ﹤0.01%
13,789
+333
1245
$253K ﹤0.01%
28,510
-34
1246
$252K ﹤0.01%
23,682
+10,090
1247
$252K ﹤0.01%
6,352
-15,517
1248
$249K ﹤0.01%
1,486
-16
1249
$249K ﹤0.01%
1,680
-246
1250
$249K ﹤0.01%
12,240
+172
48 49
50
51 52