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
1276
$232K ﹤0.01%
15,018
+1,298
1277
$232K ﹤0.01%
8,992
+50
1278
$231K ﹤0.01%
2,842
-411
1279
$230K ﹤0.01%
5,509
-2,000
1280
$230K ﹤0.01%
3,913
-1,168
1281
$230K ﹤0.01%
21,011
+2,602
1282
$230K ﹤0.01%
3,687
+48
1283
$230K ﹤0.01%
2,404
-244
1284
$229K ﹤0.01%
2,033
-1,248
1285
$229K ﹤0.01%
2,030
1286
$228K ﹤0.01%
21,250
1287
$227K ﹤0.01%
354
1288
$226K ﹤0.01%
6,726
+1,857
1289
$226K ﹤0.01%
6,310
-50,441
1290
$225K ﹤0.01%
3,057
-774
1291
$225K ﹤0.01%
4,401
+835
1292
$224K ﹤0.01%
12,608
-15,329
1293
$224K ﹤0.01%
7,950
-1,560
1294
$223K ﹤0.01%
5,142
-153
1295
$223K ﹤0.01%
4,462
-5,791
1296
$222K ﹤0.01%
2,747
-223
1297
$221K ﹤0.01%
5,356
-10,847
1298
$221K ﹤0.01%
1,009
-41
1299
$221K ﹤0.01%
+3,599
1300
$221K ﹤0.01%
3,947
50 51
52
53 54