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
526
$3.16M 0.02%
68,118
-345
527
$3.15M 0.02%
98,819
-5,730
528
$3.14M 0.02%
67,297
+1,736
529
$3.13M 0.02%
35,547
+350
530
$3.13M 0.02%
+131,243
531
$3.12M 0.02%
13,707
+1,464
532
$3.11M 0.02%
26,413
+5,088
533
$3.11M 0.02%
30,397
+765
534
$3.11M 0.02%
30,692
-1,111
535
$3.09M 0.02%
238,753
+49,027
536
$3.03M 0.01%
57,483
+29,139
537
$3.02M 0.01%
27,188
+21,066
538
$3M 0.01%
115,396
-78,424
539
$2.99M 0.01%
46,526
+4,851
540
$2.98M 0.01%
27,335
+3,094
541
$2.97M 0.01%
28,282
-1,798
542
$2.96M 0.01%
48,780
-22,704
543
$2.96M 0.01%
112,524
+7,302
544
$2.95M 0.01%
89,220
+10,567
545
$2.94M 0.01%
23,099
-757
546
$2.93M 0.01%
22,229
+927
547
$2.91M 0.01%
42,657
-543
548
$2.9M 0.01%
176,650
+23,580
549
$2.89M 0.01%
23,491
-188
550
$2.88M 0.01%
48,052
+9,398
20 21
22
23 24