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
1601
– –
-2,400
1602
– –
-4,509
1603
– –
-11,031
1604
– –
-816,301
1605
– –
-12,772
1606
– –
-10,941
1607
– –
-2,582
1608
– –
-5,741
1609
– –
-12,826
1610
– –
-410,643
1611
– –
-14,519
1612
– –
-4,556
1613
– –
-61,120
1614
– –
-89,858
1615
– –
-12,436
1616
– –
-10,907
1617
– –
-2,826
1618
– –
-14,833
1619
– –
-3,341
1620
– –
-8,793
1621
– –
-11,174
1622
– –
-34,727
1623
– –
-85,035
1624
– –
-616,332
1625
– –
-3,000
63 64
65
66 67