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
$17.7B
AUM Growth
-$4.37B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,587
New
Increased
Reduced
Closed

Top Buys

1
+$60.5M
2
+$54.5M
3
+$50.2M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$35.6M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$29.6M

Top Sells

1
+$85.3M
2
+$61.6M
3
+$30.8M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$28.7M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$28.6M

Sector Composition

1 Technology 16.71%
2 Healthcare 10.13%
3 Financials 8.77%
4 Consumer Discretionary 6.11%
5 Communication Services 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$23.3M 0.13%
752,592
+658,818
152
$23.3M 0.13%
149,432
+32,977
153
$23.3M 0.13%
1,373,466
+90,155
154
$22.7M 0.13%
307,750
+60,445
155
$22.6M 0.13%
379,171
-14,864
156
$22.4M 0.13%
484,974
-37,502
157
$22.3M 0.13%
550,671
-667,981
158
$22.2M 0.13%
334,948
+45,761
159
$22.2M 0.13%
837,055
-77,402
160
$21.6M 0.12%
243,714
+34,358
161
$21.2M 0.12%
226,773
+33,447
162
$20.8M 0.12%
349,325
-66,839
163
$20.4M 0.12%
448,171
+258,180
164
$20.2M 0.11%
422,892
+57,592
165
$20.1M 0.11%
404,932
-164,695
166
$20M 0.11%
81,727
+29,712
167
$19.8M 0.11%
203,072
+10,862
168
$19.6M 0.11%
31,420
+1,306
169
$19.5M 0.11%
814,270
+29,840
170
$19.3M 0.11%
575,069
+6,809
171
$19.3M 0.11%
402,825
-19,887
172
$19.2M 0.11%
14,249
-402
173
$18.9M 0.11%
122,170
-11,765
174
$18.8M 0.11%
+1,431,516
175
$18.8M 0.11%
125,189
+137
5 6
7
8 9