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
351
$7.68M 0.04%
311,328
+33,531
352
$7.62M 0.04%
321,098
+76,295
353
$7.62M 0.04%
57,694
+4,096
354
$7.52M 0.04%
66,130
-795
355
$7.48M 0.04%
125,332
-966
356
$7.28M 0.04%
134,878
+17,984
357
$7.23M 0.04%
52,898
-4,077
358
$7.12M 0.03%
56,570
+3,555
359
$7.11M 0.03%
+162,688
360
$7.07M 0.03%
764,809
+196,712
361
$6.95M 0.03%
266,426
-2,351
362
$6.9M 0.03%
90,926
+24,497
363
$6.9M 0.03%
48,986
-53,013
364
$6.87M 0.03%
252,545
+145,675
365
$6.86M 0.03%
120,670
+7,172
366
$6.85M 0.03%
366,692
-16,633
367
$6.71M 0.03%
365,917
+1,648
368
$6.69M 0.03%
34,216
-107
369
$6.67M 0.03%
377,955
-87,240
370
$6.65M 0.03%
313,755
+280,956
371
$6.63M 0.03%
149,875
-102,936
372
$6.58M 0.03%
28,776
-100
373
$6.55M 0.03%
356,948
+44,098
374
$6.55M 0.03%
6,077
-2,436
375
$6.5M 0.03%
34,664
+11,357
13 14
15
16 17