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
326
$8.65M 0.04%
59,237
+9,988
327
$8.64M 0.04%
85,090
+5,646
328
$8.58M 0.04%
213,910
+1,580
329
$8.58M 0.04%
59,027
+3,581
330
$8.53M 0.04%
70,060
-3,901
331
$8.47M 0.04%
96,371
-10,083
332
$8.46M 0.04%
244,919
+68,292
333
$8.44M 0.04%
145,564
+106,982
334
$8.38M 0.04%
152,428
+3,786
335
$8.32M 0.04%
273,305
+49,816
336
$8.3M 0.04%
368,037
+113,727
337
$8.29M 0.04%
186,450
+7,079
338
$8.27M 0.04%
245,553
+78,659
339
$8.22M 0.04%
151,117
+32,055
340
$8.21M 0.04%
36,106
+1,752
341
$8.15M 0.04%
+112,614
342
$8.15M 0.04%
81,037
+49,745
343
$8.15M 0.04%
120,200
+2,876
344
$8.13M 0.04%
85,604
-2,023
345
$7.94M 0.04%
50,123
+1,235
346
$7.87M 0.04%
357,529
+72,297
347
$7.82M 0.04%
102,268
+28,671
348
$7.81M 0.04%
43,205
+18,958
349
$7.71M 0.04%
58,096
-3,773
350
$7.69M 0.04%
165,115
-44,365
12 13
14
15 16