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
1501
– –
-4,343
1502
– –
-21,775
1503
– –
-10,000
1504
– –
-20,000
1505
– –
-10,308
1506
– –
-10,002
1507
– –
-1,586,920
1508
– –
-34,043
1509
– –
-10,000
1510
– –
-102,561
1511
– –
-32,637
1512
– –
-484,326
1513
– –
-20,443
1514
– –
-7,294
1515
– –
-10,860
1516
– –
-35,857
1517
– –
-3,350
1518
– –
-70,000
1519
– –
-1,396,173
1520
– –
-44,457
1521
– –
-16,692
1522
– –
-15,413
1523
– –
-53,040
1524
– –
-10,000
1525
– –
-6,279
59 60
61
62 63