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
$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
226
$16.8M 0.08%
+516,292
227
$16.8M 0.08%
484,326
-9,564
228
$16.5M 0.08%
96,791
+25,307
229
$16.4M 0.08%
52,692
+1,559
230
$16.3M 0.08%
159,929
+1,316
231
$16.1M 0.08%
90,625
+1,970
232
$15.6M 0.08%
171,768
+45,037
233
$15.5M 0.08%
145,095
+975
234
$15.4M 0.08%
352,344
+43,200
235
$15.4M 0.08%
146,404
+661
236
$15.3M 0.07%
194,932
+2,614
237
$15.3M 0.07%
239,864
-2,975
238
$15.3M 0.07%
131,663
+2,159
239
$14.5M 0.07%
376,321
+194,761
240
$14.4M 0.07%
387,983
+42,092
241
$14.3M 0.07%
165,098
-2,258
242
$14M 0.07%
560,285
+63,492
243
$14M 0.07%
402,938
+223,901
244
$13.9M 0.07%
190,451
-25,460
245
$13.8M 0.07%
367,836
+55,692
246
$13.8M 0.07%
907,080
-31,200
247
$13.7M 0.07%
638,735
+317,632
248
$13.7M 0.07%
639,191
249
$13.6M 0.07%
245,798
-432
250
$13.6M 0.07%
179,762
+167,474
8 9
10
11 12