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
376
$6.5M 0.03%
91,584
+8,960
377
$6.49M 0.03%
274,780
-3,309
378
$6.46M 0.03%
138,536
+27,596
379
$6.4M 0.03%
111,323
-58,422
380
$6.37M 0.03%
70,034
-5,812
381
$6.34M 0.03%
171,826
-25,130
382
$6.33M 0.03%
55,361
+12,730
383
$6.17M 0.03%
103,772
+7,534
384
$6.05M 0.03%
55,197
-11,978
385
$6.01M 0.03%
125,980
-15,226
386
$5.96M 0.03%
69,705
+19,773
387
$5.95M 0.03%
256,950
+23,280
388
$5.93M 0.03%
85,608
-1,212
389
$5.93M 0.03%
64,275
+15,872
390
$5.86M 0.03%
164,153
-5,050
391
$5.86M 0.03%
65,205
+8,054
392
$5.84M 0.03%
196,507
+79,648
393
$5.83M 0.03%
49,512
+556
394
$5.82M 0.03%
90,325
-7,513
395
$5.82M 0.03%
464,506
+62,670
396
$5.8M 0.03%
313,356
+33,233
397
$5.78M 0.03%
72,250
-496
398
$5.78M 0.03%
11,473
+2,045
399
$5.77M 0.03%
62,404
-1,900
400
$5.76M 0.03%
35,857
-9,204
14 15
16
17 18