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
251
$13.6M 0.07%
218,677
+783
252
$13.6M 0.07%
87,600
+10,671
253
$13.5M 0.07%
197,785
-5,214
254
$13.4M 0.07%
139,764
-53
255
$13.4M 0.07%
311,180
-44,557
256
$13.2M 0.06%
221,762
+5,259
257
$12.9M 0.06%
175,696
+2,187
258
$12.8M 0.06%
240,568
+5,446
259
$12.7M 0.06%
112,597
-18,090
260
$12.6M 0.06%
54,860
261
$12.3M 0.06%
716,735
+348,212
262
$12.3M 0.06%
287,824
+98,414
263
$12.2M 0.06%
216,328
+46,478
264
$12.2M 0.06%
67,433
-2,516
265
$12.2M 0.06%
219,039
-3,537
266
$12.1M 0.06%
600,696
+63,761
267
$12M 0.06%
89,874
+11,653
268
$11.9M 0.06%
290,404
+75,602
269
$11.8M 0.06%
115,871
-1,489
270
$11.8M 0.06%
66,630
+35,464
271
$11.8M 0.06%
303,916
-93,395
272
$11.6M 0.06%
202,800
-9,783
273
$11.3M 0.06%
641,232
-138,444
274
$11.2M 0.05%
+412,196
275
$11.2M 0.05%
343,441
+13,506
9 10
11
12 13