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
551
$2.88M 0.01%
98,844
-16,526
552
$2.84M 0.01%
23,554
+3,354
553
$2.83M 0.01%
69,790
-2,284
554
$2.83M 0.01%
118,608
-2,823
555
$2.83M 0.01%
+74,548
556
$2.81M 0.01%
14,579
-139
557
$2.8M 0.01%
12,260
-587
558
$2.8M 0.01%
70,683
-1,719
559
$2.79M 0.01%
4,575
+3,561
560
$2.78M 0.01%
18,564
+3,966
561
$2.75M 0.01%
27,717
-432
562
$2.74M 0.01%
153,202
+12,442
563
$2.73M 0.01%
25,980
+2,462
564
$2.69M 0.01%
89,858
+77
565
$2.69M 0.01%
132,544
-4,545
566
$2.66M 0.01%
23,953
+2,665
567
$2.66M 0.01%
31,940
+1,734
568
$2.65M 0.01%
96,374
-113
569
$2.64M 0.01%
22,900
-18
570
$2.62M 0.01%
+39,158
571
$2.61M 0.01%
149,482
-95,057
572
$2.6M 0.01%
56,556
+2,195
573
$2.54M 0.01%
64,510
-32,196
574
$2.53M 0.01%
+52,383
575
$2.52M 0.01%
48,916
+2,762
21 22
23
24 25