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
201
$15.3M 0.09%
160,484
+15,389
202
$15M 0.09%
165,721
+623
203
$15M 0.09%
286,578
-129,801
204
$15M 0.09%
227,350
+5,588
205
$14.9M 0.09%
250,073
+108,568
206
$14.7M 0.09%
94,010
+3,385
207
$14.6M 0.09%
247,662
+5,091
208
$14.6M 0.09%
180,954
-2,786
209
$14.5M 0.09%
86,823
+34,919
210
$14.4M 0.09%
215,052
+10,760
211
$14.3M 0.09%
140,934
+9,271
212
$14.2M 0.09%
88,156
-300
213
$14.2M 0.09%
427,684
+39,701
214
$14.1M 0.09%
299,358
+164,480
215
$14M 0.09%
218,002
+23,070
216
$14M 0.09%
204,931
+14,480
217
$13.8M 0.08%
101,004
-9,021
218
$13.6M 0.08%
85,377
+18,747
219
$13.5M 0.08%
7,854
-2,310
220
$13.4M 0.08%
159,754
-175
221
$13.3M 0.08%
250,325
+4,527
222
$13.2M 0.08%
406,801
-26,910
223
$13M 0.08%
452,285
-64,007
224
$13M 0.08%
151,667
+33,172
225
$12.9M 0.08%
456,558
+424,603
7 8
9
10 11