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
176
$18.7M 0.11%
346,277
+105,130
177
$18.7M 0.11%
65,341
+38,574
178
$18.7M 0.11%
651,632
-176,480
179
$18.7M 0.11%
272,799
-48,507
180
$18.6M 0.11%
84,864
-14,604
181
$18.6M 0.11%
416,576
-14,500
182
$18.3M 0.1%
660,851
-23,302
183
$17.9M 0.1%
112,341
-2,602
184
$17.7M 0.1%
1,240,568
-163,131
185
$17.7M 0.1%
252,064
+3,243
186
$17.7M 0.1%
325,448
-50,846
187
$17.4M 0.1%
447,635
+228,797
188
$17.3M 0.1%
125,885
+64,547
189
$17.2M 0.1%
221,466
+3,713
190
$17.1M 0.1%
172,488
-38,251
191
$16.9M 0.1%
618,672
-100,812
192
$16.8M 0.1%
364,103
-74,777
193
$16.7M 0.09%
231,946
+2,709
194
$16.4M 0.09%
872,643
-212,510
195
$16.4M 0.09%
342,973
+28,086
196
$16.4M 0.09%
98,345
-304
197
$16.3M 0.09%
94,162
+18,061
198
$16.1M 0.09%
199,784
+238
199
$15.8M 0.09%
542,078
-47,383
200
$15.7M 0.09%
116,031
+41,055
6 7
8
9 10