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
1276
$213K ﹤0.01%
+3,096
1277
$213K ﹤0.01%
3,910
+271
1278
$212K ﹤0.01%
+20,105
1279
$210K ﹤0.01%
13,436
+2,098
1280
$209K ﹤0.01%
4,716
1281
$209K ﹤0.01%
3,370
+882
1282
$209K ﹤0.01%
5,580
-12,646
1283
$209K ﹤0.01%
+2,139
1284
$209K ﹤0.01%
+22,276
1285
$209K ﹤0.01%
3,702
-89
1286
$208K ﹤0.01%
3,660
-6,960
1287
$208K ﹤0.01%
+8,237
1288
$207K ﹤0.01%
+2,101
1289
$207K ﹤0.01%
9,370
+62
1290
$207K ﹤0.01%
+2,573
1291
$206K ﹤0.01%
3,578
+37
1292
$206K ﹤0.01%
11,771
+4,301
1293
$204K ﹤0.01%
+3,170
1294
$203K ﹤0.01%
+1,450
1295
$202K ﹤0.01%
+7,479
1296
$202K ﹤0.01%
+5,421
1297
$201K ﹤0.01%
5,562
+12
1298
$199K ﹤0.01%
13,375
+4,777
1299
$195K ﹤0.01%
2,000
1300
$195K ﹤0.01%
38,357
+16,146
50 51
52
53 54