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
1351
$185K ﹤0.01%
15,511
-20
1352
$184K ﹤0.01%
10,439
+778
1353
$182K ﹤0.01%
+19,116
1354
$178K ﹤0.01%
12,908
-29,782
1355
$174K ﹤0.01%
639,000
-100,000
1356
$170K ﹤0.01%
16,229
-644
1357
$169K ﹤0.01%
34,623
+20,403
1358
$168K ﹤0.01%
+11,000
1359
$168K ﹤0.01%
+20,269
1360
$164K ﹤0.01%
34,500
1361
$163K ﹤0.01%
20,106
1362
$161K ﹤0.01%
11,095
-7,143
1363
$159K ﹤0.01%
21,995
+574
1364
$159K ﹤0.01%
30,806
-26,871
1365
$155K ﹤0.01%
17,649
1366
$154K ﹤0.01%
41,250
1367
$152K ﹤0.01%
13,040
-409
1368
$150K ﹤0.01%
550
+50
1369
$149K ﹤0.01%
+11,425
1370
$149K ﹤0.01%
48
1371
$145K ﹤0.01%
11,023
1372
$144K ﹤0.01%
6,260
-697
1373
$143K ﹤0.01%
479
+3
1374
$142K ﹤0.01%
11,363
-3,436
1375
$138K ﹤0.01%
+13,827
53 54
55
56 57