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
126
$31.3M 0.18%
387,177
+71,684
127
$31M 0.18%
146,432
+40,453
128
$31M 0.18%
2,225,518
-87,325
129
$30.4M 0.17%
896,892
-150,688
130
$30.4M 0.17%
361,380
-66,597
131
$30.3M 0.17%
68,859
-1,113
132
$29.8M 0.17%
258,190
+41,509
133
$29.3M 0.17%
150,464
+4,514
134
$29.2M 0.17%
159,059
+5,482
135
$28.4M 0.16%
512,946
+413,135
136
$28.4M 0.16%
401,685
-24,392
137
$26.8M 0.15%
248,929
+59,945
138
$26.8M 0.15%
289,468
+22,567
139
$26.7M 0.15%
154,565
+11,352
140
$26.5M 0.15%
175,673
+28,432
141
$26.4M 0.15%
227,569
-13,457
142
$26.4M 0.15%
286,818
-21,788
143
$25.6M 0.15%
311,067
+8,373
144
$25.2M 0.14%
345,424
+11,953
145
$25.1M 0.14%
322,237
+134,544
146
$25.1M 0.14%
737,967
+16,838
147
$24.6M 0.14%
389,960
-99,293
148
$24.1M 0.14%
165,737
-3,624
149
$23.7M 0.13%
136,830
+25,118
150
$23.6M 0.13%
105,398
+22,357
4 5
6
7 8