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
1251
$247K ﹤0.01%
8,933
+175
1252
$247K ﹤0.01%
4,474
-552
1253
$247K ﹤0.01%
8,428
-149
1254
$247K ﹤0.01%
37,735
+2,500
1255
$247K ﹤0.01%
4,621
+32
1256
$246K ﹤0.01%
+8,470
1257
$245K ﹤0.01%
14,308
+157
1258
$244K ﹤0.01%
+410
1259
$244K ﹤0.01%
9,266
1260
$244K ﹤0.01%
17,019
-2,850
1261
$242K ﹤0.01%
+7,828
1262
$242K ﹤0.01%
25,657
-19,939
1263
$241K ﹤0.01%
2,506
+25
1264
$240K ﹤0.01%
4,290
1265
$240K ﹤0.01%
1,893
+43
1266
$240K ﹤0.01%
43,929
1267
$239K ﹤0.01%
6,240
+116
1268
$238K ﹤0.01%
+5,177
1269
$237K ﹤0.01%
5,012
1270
$236K ﹤0.01%
5,585
+622
1271
$236K ﹤0.01%
3,747
-617
1272
$234K ﹤0.01%
8,492
-400
1273
$233K ﹤0.01%
11,012
+2,899
1274
$233K ﹤0.01%
8,956
+2,590
1275
$232K ﹤0.01%
5,398
+364
49 50
51
52 53