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
276
$11.1M 0.05%
54,156
+6,373
277
$11.1M 0.05%
316,360
+2,873
278
$11.1M 0.05%
191,687
-9,489
279
$11M 0.05%
48,807
-149
280
$10.8M 0.05%
118,495
+19,445
281
$10.8M 0.05%
141,505
+2,183
282
$10.8M 0.05%
200,707
+916
283
$10.8M 0.05%
188,734
-777
284
$10.8M 0.05%
73,116
-24,338
285
$10.8M 0.05%
186,156
-10,250
286
$10.6M 0.05%
224,685
-96,411
287
$10.5M 0.05%
51,904
+5,525
288
$10.5M 0.05%
+331,422
289
$10.4M 0.05%
73,649
-2,020
290
$10.4M 0.05%
255,310
+84,085
291
$10.3M 0.05%
401,341
+17,200
292
$10.3M 0.05%
233,354
+41,650
293
$10.2M 0.05%
200,801
-10,204
294
$10.2M 0.05%
149,655
+36,703
295
$10.2M 0.05%
144,902
+324
296
$10.2M 0.05%
538,052
+173,181
297
$10.1M 0.05%
115,847
-14,476
298
$10.1M 0.05%
88,508
-42,599
299
$10M 0.05%
111,280
+1,675
300
$10M 0.05%
290,666
+98,592
10 11
12
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