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
626
$2.02M 0.01%
287,857
627
$2.02M 0.01%
13,126
+2,179
628
$2.01M 0.01%
32,685
+1,000
629
$2.01M 0.01%
32,634
-823
630
$2.01M 0.01%
+86,851
631
$1.99M 0.01%
+12,348
632
$1.98M 0.01%
34,767
+67
633
$1.96M 0.01%
10,407
-154
634
$1.95M 0.01%
9,375
-12,065
635
$1.95M 0.01%
9,966
-368
636
$1.92M 0.01%
63,262
+1,999
637
$1.92M 0.01%
59,672
-38,375
638
$1.92M 0.01%
74,413
-1,507
639
$1.91M 0.01%
60,330
-4,507
640
$1.91M 0.01%
30,031
+8,750
641
$1.91M 0.01%
37,248
+5,502
642
$1.9M 0.01%
30,195
+2,935
643
$1.9M 0.01%
59,556
-2,758
644
$1.89M 0.01%
63,255
-416
645
$1.88M 0.01%
34,270
-3
646
$1.84M 0.01%
35,228
+24,466
647
$1.83M 0.01%
46,416
+2,863
648
$1.83M 0.01%
42,352
-278,207
649
$1.81M 0.01%
34,351
+6,366
650
$1.81M 0.01%
10,192
-1,112
24 25
26
27 28