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
651
$1.8M 0.01%
42,660
+492
652
$1.79M 0.01%
17,692
+542
653
$1.78M 0.01%
18,520
-1,492
654
$1.77M 0.01%
24,225
-305
655
$1.76M 0.01%
61,120
-61,658
656
$1.76M 0.01%
10,167
+136
657
$1.75M 0.01%
24,431
-20
658
$1.75M 0.01%
4,305
-192
659
$1.73M 0.01%
36,017
-359
660
$1.73M 0.01%
26,125
-345
661
$1.73M 0.01%
15,272
-194
662
$1.72M 0.01%
34,296
+15,328
663
$1.71M 0.01%
22,736
-655
664
$1.7M 0.01%
19,662
665
$1.7M 0.01%
9,266
-5,337
666
$1.7M 0.01%
24,416
+9,522
667
$1.7M 0.01%
232,265
+2,812
668
$1.69M 0.01%
38,726
-180
669
$1.68M 0.01%
23,350
670
$1.67M 0.01%
24,630
-16,141
671
$1.65M 0.01%
12,975
+4,896
672
$1.65M 0.01%
57,550
+3,543
673
$1.64M 0.01%
168,584
674
$1.61M 0.01%
9,923
+1,785
675
$1.61M 0.01%
+30,700
25 26
27
28 29