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
201
$15.7M 0.09%
182,849
-25,336
202
$15.7M 0.09%
243,888
-1,440
203
$15.5M 0.09%
162,286
-723
204
$15.5M 0.09%
473,513
+45,590
205
$15.4M 0.09%
203,771
+30,101
206
$15.3M 0.09%
832,063
-170,636
207
$15.3M 0.09%
40,761
-13,386
208
$15M 0.09%
75,280
+27,867
209
$14.7M 0.08%
95,700
+37,443
210
$14.6M 0.08%
338,456
-126,981
211
$14.5M 0.08%
135,788
+34,383
212
$14.3M 0.08%
600,696
+27,598
213
$13.9M 0.08%
51
+1
214
$13.6M 0.08%
111,873
+1,572
215
$13.6M 0.08%
116,939
+4,603
216
$13.5M 0.08%
105,723
+38,855
217
$13.4M 0.08%
286,801
+94,848
218
$13.3M 0.08%
273,618
+23,228
219
$13.2M 0.07%
551,537
+207,399
220
$13.1M 0.07%
207,914
-147,972
221
$13M 0.07%
48,839
+4,933
222
$13M 0.07%
677,428
-239,406
223
$12.9M 0.07%
159,249
+5,329
224
$12.8M 0.07%
100,349
-2,528
225
$12.7M 0.07%
329,220
+30,204
7 8
9
10 11