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
451
$4.51M 0.02%
81,861
+8,213
452
$4.51M 0.02%
101,685
+2,745
453
$4.48M 0.02%
29,811
-2,945
454
$4.4M 0.02%
186,696
+450
455
$4.38M 0.02%
+141,825
456
$4.37M 0.02%
186,184
-8,586
457
$4.35M 0.02%
107,369
-31,748
458
$4.34M 0.02%
103,756
-1,396
459
$4.32M 0.02%
65,177
-918
460
$4.31M 0.02%
85,850
-6,428
461
$4.3M 0.02%
39,901
+5,908
462
$4.28M 0.02%
9,890
+75
463
$4.27M 0.02%
29,246
-217
464
$4.26M 0.02%
30,192
-2,898
465
$4.23M 0.02%
137,483
-54,943
466
$4.21M 0.02%
11,801
+1,183
467
$4.17M 0.02%
24,621
+161
468
$4.15M 0.02%
20,443
-1,268
469
$4.14M 0.02%
33,693
-812
470
$4.12M 0.02%
138,188
+7,292
471
$4.12M 0.02%
33,583
-595
472
$4.11M 0.02%
+105,548
473
$4.04M 0.02%
33,437
-113
474
$4.03M 0.02%
106,675
-105
475
$4.01M 0.02%
127,091
-132
17 18
19
20 21