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
426
$5.07M 0.02%
128,585
+15,756
427
$5.07M 0.02%
110,544
+3,668
428
$5.06M 0.02%
46,300
-297
429
$5.02M 0.02%
118,475
+11,360
430
$4.99M 0.02%
430,608
+28,134
431
$4.99M 0.02%
74,027
+3,599
432
$4.93M 0.02%
71,670
+6,958
433
$4.86M 0.02%
58,941
-884
434
$4.83M 0.02%
271,079
+54,703
435
$4.79M 0.02%
31,762
+4
436
$4.78M 0.02%
35,334
+7,919
437
$4.77M 0.02%
107,259
-2,895
438
$4.73M 0.02%
74,235
-14,299
439
$4.67M 0.02%
94,156
-2,358
440
$4.66M 0.02%
184,583
+85,248
441
$4.66M 0.02%
232,502
+116,208
442
$4.64M 0.02%
30,198
+527
443
$4.63M 0.02%
39,008
-52,860
444
$4.59M 0.02%
63,232
-1,466
445
$4.57M 0.02%
136,522
-11,989
446
$4.56M 0.02%
20,379
+2,784
447
$4.55M 0.02%
243,997
+133,250
448
$4.54M 0.02%
67,040
-4,927
449
$4.52M 0.02%
76,989
-6,369
450
$4.52M 0.02%
90,244
-11,896
16 17
18
19 20