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
1326
$159K ﹤0.01%
23,250
+1,850
1327
$158K ﹤0.01%
29,180
+5,380
1328
$155K ﹤0.01%
15,189
-3,863
1329
$154K ﹤0.01%
20,000
1330
$153K ﹤0.01%
+10,894
1331
$152K ﹤0.01%
46,195
+1,062
1332
$152K ﹤0.01%
14,501
-17,582
1333
$151K ﹤0.01%
+10,049
1334
$150K ﹤0.01%
21,357
+1,119
1335
$150K ﹤0.01%
25,438
+1,043
1336
$149K ﹤0.01%
19,708
+2,789
1337
$148K ﹤0.01%
12,976
1338
$139K ﹤0.01%
12,025
-670
1339
$137K ﹤0.01%
+13,557
1340
$136K ﹤0.01%
19,442
-10,676
1341
$135K ﹤0.01%
16,123
-700
1342
$134K ﹤0.01%
+11,008
1343
$134K ﹤0.01%
+23,394
1344
$129K ﹤0.01%
33,000
1345
$129K ﹤0.01%
26,954
-14,504
1346
$129K ﹤0.01%
19,432
+911
1347
$126K ﹤0.01%
41,593
1348
$124K ﹤0.01%
+16,937
1349
$124K ﹤0.01%
+8,125
1350
$121K ﹤0.01%
+12,060
52 53
54
55 56