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
1301
$193K ﹤0.01%
27,509
+23,806
1302
$190K ﹤0.01%
+17,211
1303
$189K ﹤0.01%
22,508
+10,471
1304
$188K ﹤0.01%
+27,872
1305
$188K ﹤0.01%
44,552
+27,401
1306
$187K ﹤0.01%
27,752
-42,116
1307
$183K ﹤0.01%
13,994
-4,784
1308
$183K ﹤0.01%
20,305
-600
1309
$182K ﹤0.01%
907,689
-32,218
1310
$177K ﹤0.01%
+11,011
1311
$175K ﹤0.01%
+10,974
1312
$175K ﹤0.01%
22,722
+7,182
1313
$175K ﹤0.01%
17,546
-4,862
1314
$175K ﹤0.01%
+10,585
1315
$171K ﹤0.01%
22,508
+4,936
1316
$171K ﹤0.01%
16,262
+3,185
1317
$169K ﹤0.01%
18,457
+6,380
1318
$167K ﹤0.01%
+26,753
1319
$165K ﹤0.01%
18,026
+1,523
1320
$164K ﹤0.01%
16,250
-5,000
1321
$164K ﹤0.01%
6,695
+49
1322
$163K ﹤0.01%
44,669
+33,333
1323
$162K ﹤0.01%
+10,011
1324
$160K ﹤0.01%
13,582
-1,433
1325
$160K ﹤0.01%
37,692
-9,140
51 52
53
54 55