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
1376
$137K ﹤0.01%
15,048
+1,388
1377
$137K ﹤0.01%
5,180
+3,970
1378
$137K ﹤0.01%
35,006
1379
$136K ﹤0.01%
+10,028
1380
$131K ﹤0.01%
3,857
-3,857
1381
$123K ﹤0.01%
12,595
+641
1382
$119K ﹤0.01%
+10,481
1383
$118K ﹤0.01%
28,010
-758
1384
$115K ﹤0.01%
10,413
1385
$114K ﹤0.01%
47,350
1386
$111K ﹤0.01%
+16,313
1387
$109K ﹤0.01%
474
-7
1388
$108K ﹤0.01%
11,200
1389
$108K ﹤0.01%
11,477
-19,905
1390
$107K ﹤0.01%
29,810
-467,483
1391
$106K ﹤0.01%
12,350
-239
1392
$103K ﹤0.01%
26,476
1393
$101K ﹤0.01%
10,741
-18
1394
$100K ﹤0.01%
+4,842
1395
$99K ﹤0.01%
11,349
1396
$98K ﹤0.01%
16,298
-271,559
1397
$95K ﹤0.01%
183,750
+25,000
1398
$93K ﹤0.01%
+10,539
1399
$93K ﹤0.01%
6,500
1400
$93K ﹤0.01%
19,377
-2,028
54 55
56
57 58