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
1351
$119K ﹤0.01%
11,037
+4,749
1352
$117K ﹤0.01%
55,083
-64
1353
$117K ﹤0.01%
18,365
-23
1354
$116K ﹤0.01%
18,386
+172
1355
$114K ﹤0.01%
12,569
-5,727
1356
$112K ﹤0.01%
15,290
-1,000
1357
$111K ﹤0.01%
8,091
+716
1358
$109K ﹤0.01%
15,147
+483
1359
$104K ﹤0.01%
28,769
+5,193
1360
$102K ﹤0.01%
25,624
+10,311
1361
$101K ﹤0.01%
33,195
-4,205
1362
$100K ﹤0.01%
12,413
-417
1363
$99K ﹤0.01%
10,982
-596
1364
$98K ﹤0.01%
30,278
-233,963
1365
$98K ﹤0.01%
+43,161
1366
$97K ﹤0.01%
38,483
-13,715
1367
$94K ﹤0.01%
11,808
-9,737
1368
$94K ﹤0.01%
11,886
+104
1369
$93K ﹤0.01%
15,000
1370
$90K ﹤0.01%
12,451
1371
$88K ﹤0.01%
+80,000
1372
$87K ﹤0.01%
+10,000
1373
$87K ﹤0.01%
10,727
-2,852
1374
$86K ﹤0.01%
10,023
-10,391
1375
$83K ﹤0.01%
148,998
53 54
55
56 57