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
1476
– –
-18,599
1477
– –
-21,705
1478
– –
-4,823
1479
– –
-1,063
1480
– –
-1,757
1481
– –
-17,667
1482
– –
-11,567
1483
– –
-11,112
1484
– –
-3,138
1485
– –
-7,891
1486
– –
-7,070
1487
– –
-8,565
1488
– –
-2,665
1489
– –
-5,680
1490
– –
-16,188
1491
– –
-3,472
1492
– –
-7,326
1493
– –
-9,812
1494
– –
-4,814
1495
– –
-6,899
1496
– –
-4,526
1497
– –
-53,990
1498
– –
-25,490
1499
– –
-3,421
1500
– –
-5,150
58 59
60
61 62