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
476
$4M 0.02%
87,918
+14,133
477
$3.97M 0.02%
45,147
-989
478
$3.96M 0.02%
540,280
+47,956
479
$3.96M 0.02%
225,362
+1,905
480
$3.95M 0.02%
55,952
+51,949
481
$3.93M 0.02%
58,959
+1,474
482
$3.92M 0.02%
85,035
-14,900
483
$3.9M 0.02%
101,337
-1,316
484
$3.88M 0.02%
35,535
-2,474
485
$3.8M 0.02%
79,088
-36,267
486
$3.78M 0.02%
+35,514
487
$3.76M 0.02%
286,252
+13,001
488
$3.74M 0.02%
23,386
-735
489
$3.74M 0.02%
106,033
+538
490
$3.72M 0.02%
119,354
-19,211
491
$3.71M 0.02%
21,322
+6,136
492
$3.7M 0.02%
86,272
+7,137
493
$3.7M 0.02%
186,017
+41,279
494
$3.7M 0.02%
+96,736
495
$3.68M 0.02%
60,510
+16,368
496
$3.68M 0.02%
55,068
-584
497
$3.66M 0.02%
102,561
-13,974
498
$3.6M 0.02%
+29,994
499
$3.59M 0.02%
65,169
+5,353
500
$3.58M 0.02%
23,971
+1,542
18 19
20
21 22