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
401
$5.76M 0.03%
185,199
-188,117
402
$5.68M 0.03%
123,043
+34,045
403
$5.66M 0.03%
217,966
-5,450
404
$5.65M 0.03%
+77,595
405
$5.62M 0.03%
295,071
-292,017
406
$5.54M 0.03%
55,718
-2,509
407
$5.54M 0.03%
64,177
+1,874
408
$5.45M 0.03%
2,415
-20
409
$5.43M 0.03%
146,970
+4,965
410
$5.39M 0.03%
49,967
-31,973
411
$5.37M 0.03%
497,293
+460,503
412
$5.32M 0.03%
70,448
+8,759
413
$5.31M 0.03%
16,717
+218
414
$5.3M 0.03%
68,803
-5,402
415
$5.28M 0.03%
42,877
+4,414
416
$5.25M 0.03%
60,530
+4,203
417
$5.24M 0.03%
71,228
-7,492
418
$5.23M 0.03%
109,118
+43,708
419
$5.17M 0.03%
523,086
-212,763
420
$5.16M 0.03%
183,668
-655,408
421
$5.16M 0.03%
33,990
+4,395
422
$5.15M 0.03%
52,554
+4,359
423
$5.14M 0.03%
115,134
-278
424
$5.09M 0.02%
+70,000
425
$5.07M 0.02%
157,121
+3,043
15 16
17
18 19