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
1326
$210K ﹤0.01%
2,146
+7
1327
$209K ﹤0.01%
6,057
+452
1328
$209K ﹤0.01%
7,130
-742
1329
$208K ﹤0.01%
+3,750
1330
$208K ﹤0.01%
2,929
-239
1331
$207K ﹤0.01%
+2,951
1332
$207K ﹤0.01%
2,706
-1
1333
$206K ﹤0.01%
5,161
-245
1334
$206K ﹤0.01%
1,275
-74
1335
$206K ﹤0.01%
165,098
-29,551
1336
$205K ﹤0.01%
+4,461
1337
$205K ﹤0.01%
8,051
+635
1338
$204K ﹤0.01%
5,200
1339
$204K ﹤0.01%
2,496
-88
1340
$203K ﹤0.01%
2,553
-47
1341
$203K ﹤0.01%
+3,653
1342
$203K ﹤0.01%
1,070
+190
1343
$201K ﹤0.01%
5,846
-63
1344
$195K ﹤0.01%
13,076
-2,456
1345
$192K ﹤0.01%
15,433
+1,000
1346
$192K ﹤0.01%
18,365
-8,775
1347
$191K ﹤0.01%
13,615
-5,081
1348
$190K ﹤0.01%
18,468
+1,302
1349
$188K ﹤0.01%
11,707
-513
1350
$187K ﹤0.01%
20,000
52 53
54
55 56