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
1401
$87K ﹤0.01%
15,050
-1,800
1402
$86K ﹤0.01%
41,735
1403
$84K ﹤0.01%
12,550
1404
$84K ﹤0.01%
12,020
-1,649
1405
$75K ﹤0.01%
+10,667
1406
$75K ﹤0.01%
+10,716
1407
$71K ﹤0.01%
+1,101
1408
$71K ﹤0.01%
1,613
-18
1409
$70K ﹤0.01%
2,439
-1,290
1410
$70K ﹤0.01%
21,320
+10,660
1411
$69K ﹤0.01%
2,581
1412
$69K ﹤0.01%
11,452
1413
$68K ﹤0.01%
+12,321
1414
$66K ﹤0.01%
+708
1415
$66K ﹤0.01%
16,375
+475
1416
$66K ﹤0.01%
118,670
-24,598
1417
$65K ﹤0.01%
+19
1418
$63K ﹤0.01%
2,000
1419
$57K ﹤0.01%
1,417
-125
1420
$56K ﹤0.01%
16,327
-3,105
1421
$54K ﹤0.01%
3,750
1422
$52K ﹤0.01%
17,426
-62,676
1423
$49K ﹤0.01%
12,502
1424
$49K ﹤0.01%
41,710
1425
$46K ﹤0.01%
2,520
55 56
57
58 59