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
1601
– –
-7,649
1602
– –
-57,483
1603
– –
-4,543
1604
– –
-7,480
1605
– –
-119,205
1606
– –
-7,330
1607
– –
-6,448
1608
– –
-9,105
1609
– –
-7,849
1610
– –
-14,705
1611
– –
-11,910
1612
– –
-8,674
1613
– –
-50,785
1614
– –
-6,898
1615
– –
-4,876
1616
– –
-22,678
1617
– –
-55,524
1618
– –
-6,372
1619
– –
-5,362
1620
– –
-2,958
1621
– –
-9,433
1622
– –
-27,750
1623
– –
-5,810
1624
– –
-23,901
1625
– –
-1,489
63 64
65
66 67