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
1376
$71K ﹤0.01%
17,075
+500
1377
$70K ﹤0.01%
1,042
-7
1378
$66K ﹤0.01%
11,801
-15,780
1379
$65K ﹤0.01%
12,292
1380
$65K ﹤0.01%
+12,449
1381
$65K ﹤0.01%
+23,647
1382
$63K ﹤0.01%
25,988
-605
1383
$63K ﹤0.01%
20,403
-5,128
1384
$63K ﹤0.01%
22,579
1385
$59K ﹤0.01%
33,932
1386
$57K ﹤0.01%
+11,032
1387
$55K ﹤0.01%
+10,601
1388
$51K ﹤0.01%
29,966
+10,936
1389
$50K ﹤0.01%
11,850
-447
1390
$50K ﹤0.01%
20,807
-3,294
1391
$47K ﹤0.01%
16,335
1392
$45K ﹤0.01%
+16,687
1393
$44K ﹤0.01%
556
+4
1394
$42K ﹤0.01%
10,523
-17
1395
$42K ﹤0.01%
1,333
1396
$38K ﹤0.01%
12,151
-1,050
1397
$37K ﹤0.01%
+12,226
1398
$35K ﹤0.01%
13,450
-2,400
1399
$34K ﹤0.01%
10,666
1400
$31K ﹤0.01%
10,000
54 55
56
57 58