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
1301
$221K ﹤0.01%
6,115
+1,740
1302
$220K ﹤0.01%
750
-85
1303
$219K ﹤0.01%
10,464
+2,022
1304
$219K ﹤0.01%
5,166
-1,157
1305
$219K ﹤0.01%
4,776
-1,971
1306
$219K ﹤0.01%
75,499
-127,327
1307
$218K ﹤0.01%
3,171
-625
1308
$217K ﹤0.01%
+17,525
1309
$217K ﹤0.01%
7,359
1310
$217K ﹤0.01%
5,825
-3,224
1311
$216K ﹤0.01%
10,000
1312
$215K ﹤0.01%
11,443
-10,093
1313
$214K ﹤0.01%
3,973
-229
1314
$213K ﹤0.01%
4,000
1315
$213K ﹤0.01%
7,380
+557
1316
$213K ﹤0.01%
+4,472
1317
$213K ﹤0.01%
9,550
-2,620
1318
$213K ﹤0.01%
5,380
-513
1319
$212K ﹤0.01%
13,704
1320
$211K ﹤0.01%
10,938
+839
1321
$211K ﹤0.01%
14,790
-573
1322
$210K ﹤0.01%
1,824
-199
1323
$210K ﹤0.01%
+1,311
1324
$210K ﹤0.01%
9,500
-2,250
1325
$210K ﹤0.01%
20,293
-12,163
51 52
53
54 55