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JMPWA

JP Morgan Private Wealth Advisors Portfolio holdings

AUM $35B
1-Year Est. Return 24.26%
This Fund
S&P 500
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
+$51.9M
2
+$50.8M
3
+$50.7M
4
VTV icon
Vanguard Value ETF
VTV
+$42.2M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$39.5M

Top Sells

1
+$443M
2
+$186M
3
+$87.4M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$80.7M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$60.8M

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
1526
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-2,544
1527
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-3,736
1528
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-23,901
1529
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1530
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1531
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-59,394
1532
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-93,841
1533
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1534
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1535
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-11,550
1536
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-90,000
1537
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-34,043
1538
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-10,000
1539
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-102,561
1540
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-35,857
1541
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1542
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1543
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1544
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1545
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1546
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1547
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1548
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1549
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-4,050
1550
– –
-6,661
60 61
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63 64