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
1401
$30K ﹤0.01%
11,806
+1,335
1402
$29K ﹤0.01%
20,106
1403
$23K ﹤0.01%
10,869
-39,133
1404
– –
0
1405
$17K ﹤0.01%
2,505
1406
$15K ﹤0.01%
13,937
-56,957
1407
$11K ﹤0.01%
17,230
1408
$10K ﹤0.01%
106
-1
1409
$9K ﹤0.01%
1,225
-1
1410
$8K ﹤0.01%
+571
1411
$7K ﹤0.01%
732
1412
$5K ﹤0.01%
50
1413
$4K ﹤0.01%
333
1414
$3K ﹤0.01%
+1,145
1415
$2K ﹤0.01%
10,510
-1,020
1416
$2K ﹤0.01%
506
1417
$2K ﹤0.01%
1,000
-2,900
1418
– –
-5,360
1419
– –
-6,109
1420
– –
-8,472
1421
– –
-9,815
1422
– –
-6,477
1423
– –
-9,079
1424
– –
-44,736
1425
– –
-3,745
55 56
57
58 59