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
1226
$238K ﹤0.01%
23,613
-4,000
1227
$238K ﹤0.01%
5,012
+1,360
1228
$238K ﹤0.01%
2,858
-304
1229
$237K ﹤0.01%
+6,133
1230
$236K ﹤0.01%
+820
1231
$234K ﹤0.01%
4,059
-1,332
1232
$233K ﹤0.01%
17,473
+473
1233
$233K ﹤0.01%
12,679
-79
1234
$232K ﹤0.01%
12,985
-375
1235
$231K ﹤0.01%
2,826
+66
1236
$231K ﹤0.01%
+2,631
1237
$231K ﹤0.01%
8,561
+3,299
1238
$230K ﹤0.01%
15,908
+285
1239
$230K ﹤0.01%
9,291
-5,127
1240
$230K ﹤0.01%
12,863
-4,024
1241
$229K ﹤0.01%
+8,613
1242
$229K ﹤0.01%
4,892
-734
1243
$228K ﹤0.01%
2,465
+234
1244
$228K ﹤0.01%
8,000
-2,000
1245
$228K ﹤0.01%
+1,570
1246
$228K ﹤0.01%
7,146
-539
1247
$228K ﹤0.01%
2,303
+353
1248
$226K ﹤0.01%
67,230
+4,883
1249
$226K ﹤0.01%
7,655
-450
1250
$224K ﹤0.01%
2,068
-1,085
48 49
50
51 52