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
501
$3.56M 0.02%
59,599
+152
502
$3.55M 0.02%
119,205
-331
503
$3.49M 0.02%
8,648
-915
504
$3.49M 0.02%
35,355
-5,481
505
$3.48M 0.02%
14,123
+340
506
$3.48M 0.02%
148,967
-97,697
507
$3.48M 0.02%
+77,252
508
$3.46M 0.02%
73,087
+3,977
509
$3.45M 0.02%
71,814
510
$3.4M 0.02%
40,796
-2,196
511
$3.39M 0.02%
850,705
-138
512
$3.37M 0.02%
103,262
-70,621
513
$3.36M 0.02%
217,370
-5,970
514
$3.35M 0.02%
76,879
+7,029
515
$3.35M 0.02%
15,755
+243
516
$3.3M 0.02%
50,207
+2,543
517
$3.29M 0.02%
+66,297
518
$3.29M 0.02%
101,677
-409
519
$3.29M 0.02%
153,788
+13,808
520
$3.23M 0.02%
34,043
-9,177
521
$3.21M 0.02%
86,335
+9,580
522
$3.21M 0.02%
31,907
-68
523
$3.19M 0.02%
39,996
+1,679
524
$3.18M 0.02%
163,966
525
$3.17M 0.02%
170,039
+12,984
19 20
21
22 23