JMPWA

JP Morgan Private Wealth Advisors Portfolio holdings

AUM $35B
1-Year Est. Return 24.26%
This Quarter Est. Return
1 Year Est. Return
+24.26%
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
1501
– –
-27,908
1502
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-20,385
1503
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-14,412
1504
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-1,684
1505
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-6,311
1506
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-59,394
1507
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-238,753
1508
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-23,491
1509
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-34,479
1510
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-9,855
1511
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-30,700
1512
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-42,151
1513
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-119
1514
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-17,244
1515
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-10,272
1516
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-14,724
1517
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-3,804
1518
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-77,293
1519
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-57,442
1520
– –
-93,841
1521
– –
-3,229
1522
– –
-2,896
1523
– –
-2,000
1524
– –
-25,597
1525
– –
-1,877
59 60
61
62 63