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
1251
$224K ﹤0.01%
18,407
+6,215
1252
$223K ﹤0.01%
6,534
1253
$222K ﹤0.01%
16,294
-25,078
1254
$222K ﹤0.01%
+1,052
1255
$222K ﹤0.01%
+14,820
1256
$222K ﹤0.01%
4,040
+80
1257
$222K ﹤0.01%
13,017
-2,189
1258
$221K ﹤0.01%
+10,082
1259
$220K ﹤0.01%
10,086
-776
1260
$220K ﹤0.01%
+7,204
1261
$220K ﹤0.01%
15,000
1262
$219K ﹤0.01%
6,100
-590
1263
$218K ﹤0.01%
14,733
+369
1264
$218K ﹤0.01%
+1,509
1265
$218K ﹤0.01%
13,770
-2,854
1266
$218K ﹤0.01%
+7,089
1267
$218K ﹤0.01%
8,136
+240
1268
$217K ﹤0.01%
13,848
+7,213
1269
$217K ﹤0.01%
25,563
+11,268
1270
$215K ﹤0.01%
19,048
-6,918
1271
$215K ﹤0.01%
9,714
-1,754
1272
$214K ﹤0.01%
5,655
-453
1273
$214K ﹤0.01%
4,298
+637
1274
$214K ﹤0.01%
6,675
+60
1275
$214K ﹤0.01%
7,174
+1,586
49 50
51
52 53