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
176
$19.1M 0.12%
148,233
-11,142
177
$18.8M 0.11%
432,986
-5,485
178
$18.8M 0.11%
316,256
-19,772
179
$18.8M 0.11%
62,357
+3,115
180
$18.5M 0.11%
+1,399,364
181
$18.5M 0.11%
162,047
+11,863
182
$18.5M 0.11%
+350,642
183
$18.2M 0.11%
437,555
-14,226
184
$18.2M 0.11%
69,122
+240
185
$17.9M 0.11%
183,544
-16,079
186
$17.8M 0.11%
102,352
-11,128
187
$17.8M 0.11%
519,184
-117,352
188
$17.7M 0.11%
105,405
-11,698
189
$17.5M 0.11%
113,715
-7,299
190
$17.5M 0.11%
445,763
+3,231
191
$17.1M 0.1%
586,631
+516,112
192
$16.8M 0.1%
111,839
-3,891
193
$16.8M 0.1%
211,099
+39,331
194
$16.8M 0.1%
423,361
+5,989
195
$16.7M 0.1%
295,584
-1,908
196
$16.7M 0.1%
131,308
+5,677
197
$16.3M 0.1%
151,515
-15,791
198
$16.1M 0.1%
4,812,880
-2,209,200
199
$15.9M 0.1%
230,108
+17,442
200
$15.9M 0.1%
172,298
+1,809
6 7
8
9 10