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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
1626
– –
-2,882
1627
– –
-7,840
1628
– –
-4,494
1629
– –
-8,177
1630
– –
-833
1631
– –
-25,170
1632
– –
-8,830
1633
– –
-5,465
1634
– –
-2,262
1635
– –
-5,775
1636
– –
-16,033
1637
– –
-7,725
1638
– –
-3,550
1639
– –
-8,230
1640
– –
-18,520
1641
– –
-13,727
1642
– –
-16,365
1643
– –
-11,026
1644
– –
-20
1645
– –
-11,600
1646
– –
-10,781
1647
– –
-46,045
1648
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-27,445
1649
– –
-7,649
1650
– –
-6,631
63 64 65
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