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
1501
– –
-11,772
1502
– –
-18,030
1503
– –
-7,249
1504
– –
-6,500
1505
– –
-39,603
1506
– –
-10,019
1507
– –
-6,257
1508
– –
-12,350
1509
– –
-83,375
1510
– –
-2,824
1511
– –
-10,339
1512
– –
-8,214
1513
– –
-131,957
1514
– –
-9,048
1515
– –
-32,397
1516
– –
-32,670
1517
– –
-8,328
1518
– –
-9,751
1519
– –
-5,056
1520
– –
-8,379
1521
– –
-9,369
1522
– –
-1,583
1523
– –
-2,279
1524
– –
-7,097
1525
– –
-8,253
59 60
61
62 63