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
576
$2.5M 0.01%
36,091
+1,254
577
$2.49M 0.01%
64,578
+9,219
578
$2.49M 0.01%
62,426
-596
579
$2.47M 0.01%
29,878
-11,896
580
$2.47M 0.01%
78,448
+3,753
581
$2.46M 0.01%
21,211
+1,788
582
$2.44M 0.01%
51,858
+7,802
583
$2.44M 0.01%
99,706
+592
584
$2.41M 0.01%
89,625
+2,525
585
$2.4M 0.01%
29,948
+2,833
586
$2.4M 0.01%
77,940
-964
587
$2.37M 0.01%
40,034
-5,393
588
$2.36M 0.01%
61,372
+1,610
589
$2.34M 0.01%
53,040
-1,132
590
$2.31M 0.01%
122,779
-80,455
591
$2.3M 0.01%
34,448
-27,886
592
$2.29M 0.01%
96,523
+12,348
593
$2.29M 0.01%
73,596
-6,562
594
$2.29M 0.01%
47,196
+112
595
$2.29M 0.01%
17,895
-3,285
596
$2.28M 0.01%
194,532
+19,164
597
$2.27M 0.01%
79,715
+3,458
598
$2.27M 0.01%
22,152
+918
599
$2.23M 0.01%
33,926
-4,418
600
$2.23M 0.01%
70,519
+63,547
22 23
24
25 26