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
601
$2.22M 0.01%
100,326
-60,150
602
$2.22M 0.01%
12,893
+110
603
$2.21M 0.01%
53,211
604
$2.2M 0.01%
85,850
-600
605
$2.2M 0.01%
28,824
+9,024
606
$2.19M 0.01%
46,768
-80
607
$2.19M 0.01%
72,892
-1,104
608
$2.18M 0.01%
54,307
+1,661
609
$2.18M 0.01%
106,931
+373
610
$2.16M 0.01%
13,194
+821
611
$2.16M 0.01%
19,771
-13,377
612
$2.14M 0.01%
33,719
-16,084
613
$2.12M 0.01%
33,909
+2,073
614
$2.12M 0.01%
45,525
-68
615
$2.11M 0.01%
249,034
-83,295
616
$2.1M 0.01%
16,167
+1,332
617
$2.09M 0.01%
29,507
-2,296
618
$2.08M 0.01%
27,134
-1,155
619
$2.08M 0.01%
96,034
-40,014
620
$2.06M 0.01%
48,880
-37,067
621
$2.06M 0.01%
56,751
-16,495
622
$2.05M 0.01%
158,095
623
$2.05M 0.01%
42,422
+1,148
624
$2.04M 0.01%
114,277
+41,066
625
$2.04M 0.01%
28,646
-9,473
23 24
25
26 27