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
301
$10M 0.05%
+425,524
302
$9.93M 0.05%
197,460
-11,498
303
$9.85M 0.05%
99,453
+18,141
304
$9.75M 0.05%
63,856
-1,880
305
$9.69M 0.05%
82,642
+9,657
306
$9.63M 0.05%
816,301
307
$9.61M 0.05%
47,655
-928
308
$9.57M 0.05%
216,637
-7,314
309
$9.54M 0.05%
196,591
+109
310
$9.5M 0.05%
139,675
+4,901
311
$9.43M 0.05%
396,765
-6,400
312
$9.24M 0.05%
219,011
+20,405
313
$9.2M 0.04%
116,613
-1,395
314
$9.17M 0.04%
188,919
+27,752
315
$9.14M 0.04%
122,007
+3,300
316
$9.02M 0.04%
69,714
-11,051
317
$9M 0.04%
104,792
+6,533
318
$9M 0.04%
132,992
-67,103
319
$8.97M 0.04%
107,072
-4,228
320
$8.87M 0.04%
181,694
+105,073
321
$8.86M 0.04%
214,025
+79,390
322
$8.81M 0.04%
52,716
-576
323
$8.74M 0.04%
78,666
+24,293
324
$8.72M 0.04%
96,355
+6,269
325
$8.7M 0.04%
408,820
+257,232
11 12
13
14 15