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
– –
-85,035
1602
– –
-616,332
1603
– –
-3,000
1604
– –
-7,196
1605
– –
-4,276
1606
– –
-11,919
1607
– –
-4,813
1608
– –
-4,266
1609
– –
-2,249
1610
– –
-32,172
1611
– –
-3,366
1612
– –
-83,610
1613
– –
-9,455
1614
– –
-1,896
1615
– –
-27,890
1616
– –
-22,314
1617
– –
-3,110
1618
– –
-10,378
1619
– –
-3,697
1620
– –
-625
1621
– –
-5,081
1622
– –
-3,998
1623
– –
-7,429
1624
– –
-27,908
1625
– –
-20,385
63 64
65
66 67