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
26
$143M 0.7%
1,034,111
+23,110
27
$141M 0.69%
2,717,347
+2,652,176
28
$139M 0.68%
1,675,029
-31,530
29
$138M 0.67%
2,310,840
+63,000
30
$134M 0.65%
624,113
+44,976
31
$132M 0.64%
1,176,434
-11,426
32
$130M 0.63%
702
+597
33
$126M 0.62%
609,349
+9,548
34
$125M 0.61%
1,425,981
+40,023
35
$125M 0.61%
605,209
+7,526
36
$125M 0.61%
1,322,169
+23,562
37
$124M 0.6%
1,057,652
+45,406
38
$119M 0.58%
919,878
-19,208
39
$118M 0.57%
1,383,464
-13,172
40
$114M 0.56%
429,268
+1,209
41
$113M 0.55%
1,053,518
-11,961
42
$110M 0.54%
2,486,848
-181,168
43
$106M 0.52%
6,359,440
+126,688
44
$105M 0.51%
283,170
+4,119
45
$105M 0.51%
3,566,349
-2,181,855
46
$104M 0.51%
613,702
-5,873
47
$102M 0.5%
1,903,458
+11,597
48
$101M 0.49%
1,280,982
-29,811
49
$99.1M 0.48%
562,689
+4,004
50
$98.7M 0.48%
268,675
+11,833
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