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
151
$24.5M 0.15%
185,531
+55,512
152
$24.4M 0.15%
227,632
153
$23.8M 0.14%
267,290
-14,273
154
$23.4M 0.14%
350,093
-20,197
155
$23.2M 0.14%
440,190
+49,627
156
$22.8M 0.14%
350,205
-9,887
157
$22.6M 0.14%
135,405
-82,738
158
$22.6M 0.14%
563,405
+44,495
159
$22M 0.13%
177,166
+6,387
160
$21.9M 0.13%
1,046,805
+780,379
161
$21.7M 0.13%
229,298
+55,810
162
$21.3M 0.13%
347,822
-40,900
163
$21.1M 0.13%
964,708
-118,736
164
$20.7M 0.13%
452,336
-19,207
165
$20.6M 0.13%
431,388
+82,660
166
$20.5M 0.12%
332,683
-56,196
167
$20.3M 0.12%
406,281
-389,278
168
$20.3M 0.12%
134,594
+5,046
169
$20.3M 0.12%
543,344
-532,934
170
$20.2M 0.12%
409,583
-49,975
171
$20M 0.12%
152,618
+1,478
172
$19.9M 0.12%
381,501
-57,319
173
$19.6M 0.12%
103,929
+7,138
174
$19.3M 0.12%
87,958
-1,500
175
$19.3M 0.12%
168,809
-34,657
5 6
7
8 9