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
1526
– –
-3,431
1527
– –
-39,610
1528
– –
-22,314
1529
– –
-3,110
1530
– –
-10,378
1531
– –
-3,697
1532
– –
-625
1533
– –
-5,081
1534
– –
-3,998
1535
– –
-7,429
1536
– –
-1,684
1537
– –
-6,311
1538
– –
-59,394
1539
– –
-238,753
1540
– –
-23,491
1541
– –
-34,479
1542
– –
-10,272
1543
– –
-27,908
1544
– –
-20,385
1545
– –
-14,412
1546
– –
-1,035
1547
– –
-8,530
1548
– –
-6,581
1549
– –
-131,243
1550
– –
-1,120
60 61
62
63 64