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
126
$30.7M 0.19%
987,402
-299,397
127
$30.2M 0.18%
279,273
-3,229
128
$30M 0.18%
576,418
+248
129
$29.8M 0.18%
709,637
+341,523
130
$29.8M 0.18%
414,976
-108,353
131
$29M 0.18%
595,628
+276,859
132
$28.7M 0.17%
+875,209
133
$28.7M 0.17%
280,428
-5,130
134
$28.6M 0.17%
722,117
-71,276
135
$28.2M 0.17%
431,311
+251,549
136
$27.9M 0.17%
200,504
-16,006
137
$27.3M 0.17%
426,565
-26,652
138
$27.3M 0.17%
233,622
+991
139
$26.9M 0.16%
115,490
+1,246
140
$26.7M 0.16%
99,679
-5,470
141
$26.5M 0.16%
1,028,337
-398,647
142
$26.5M 0.16%
423,221
-82,320
143
$26.4M 0.16%
491,508
-132,506
144
$25.9M 0.16%
336,780
-83,622
145
$25.6M 0.16%
185,274
-1,752
146
$25.5M 0.16%
327,009
+18,799
147
$25.3M 0.15%
262,238
+19,920
148
$24.8M 0.15%
472,840
-23,014
149
$24.5M 0.15%
1,595,742
-260,148
150
$24.5M 0.15%
62,393
-11,800
4 5
6
7 8