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
1426
$40K ﹤0.01%
2,352
+126
1427
$38K ﹤0.01%
+10,000
1428
$34K ﹤0.01%
+732
1429
$33K ﹤0.01%
15,439
1430
$32K ﹤0.01%
3,900
+2,900
1431
$30K ﹤0.01%
20,000
1432
$29K ﹤0.01%
15,357
1433
$29K ﹤0.01%
28,000
1434
$28K ﹤0.01%
15,980
-1,750
1435
$25K ﹤0.01%
+11,776
1436
$24K ﹤0.01%
500
1437
$21K ﹤0.01%
1,465
-1,390
1438
$21K ﹤0.01%
12,211
1439
$18K ﹤0.01%
600
1440
$17K ﹤0.01%
15,000
1441
$16K ﹤0.01%
10,378
-14,000
1442
$11K ﹤0.01%
1,102
1443
$2K ﹤0.01%
20,000
1444
– –
-7,463
1445
– –
-2,500
1446
– –
-18,000
1447
– –
-2,544
1448
– –
-3,736
1449
– –
-639,191
1450
– –
-29,741
56 57
58
59 60