JPMPWA

J.P. 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
$20.5B
AUM Growth
+$2.63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,635
New
Increased
Reduced
Closed

Top Buys

1
+$214M
2
+$190M
3
+$142M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$138M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$138M

Top Sells

1
+$64.3M
2
+$59.9M
3
+$56.9M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$52.1M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$36.1M

Sector Composition

1 Technology 12.65%
2 Financials 9.44%
3 Healthcare 8.61%
4 Industrials 5.39%
5 Communication Services 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.45B 7.1%
5,004,309
+489,714
2
$580M 2.83%
10,272,204
+197,228
3
$409M 2%
1,532,829
-70,363
4
$362M 1.77%
3,167,550
+18,232
5
$321M 1.57%
1,904,937
+44,791
6
$282M 1.38%
1,743,420
+17,710
7
$272M 1.33%
929,492
+46,965
8
$265M 1.29%
2,644,440
+125,180
9
$251M 1.22%
1,607,940
-150,950
10
$241M 1.18%
1,904,867
+318,949
11
$230M 1.12%
3,388,997
+3,145,771
12
$219M 1.07%
1,334,585
+54,286
13
$218M 1.07%
1,936,282
-79,668
14
$217M 1.06%
1,773,162
+12,224
15
$208M 1.01%
1,117,414
+104,125
16
$197M 0.96%
4,557,797
+4,388,618
17
$197M 0.96%
1,775,164
-470,726
18
$195M 0.95%
3,229,080
+75,780
19
$187M 0.91%
1,085,644
+29,424
20
$184M 0.9%
2,483,167
+582,584
21
$170M 0.83%
3,504,421
-86,037
22
$155M 0.76%
3,275,530
-76,427
23
$146M 0.71%
973,579
+49,212
24
$145M 0.71%
3,456,545
-93,127
25
$144M 0.7%
3,502,079
+3,363,174
1
2 3 4 5