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
676
$1.6M 0.01%
11,399
+168
677
$1.59M 0.01%
35,827
+11,793
678
$1.59M 0.01%
22,358
+95
679
$1.58M 0.01%
10,726
+1,343
680
$1.57M 0.01%
112,824
+3,675
681
$1.57M 0.01%
93,823
+79,234
682
$1.57M 0.01%
11,723
-63
683
$1.56M 0.01%
+14,374
684
$1.56M 0.01%
12,919
-5,965
685
$1.55M 0.01%
63,259
+44,204
686
$1.55M 0.01%
54,445
-650
687
$1.53M 0.01%
92,388
688
$1.52M 0.01%
257,956
+85,149
689
$1.51M 0.01%
5,511
+418
690
$1.51M 0.01%
12,394
+280
691
$1.51M 0.01%
+95,693
692
$1.5M 0.01%
34,911
+30,096
693
$1.49M 0.01%
20,367
+12,736
694
$1.49M 0.01%
47,391
-3
695
$1.47M 0.01%
+23,901
696
$1.47M 0.01%
34,986
-680
697
$1.46M 0.01%
92,642
-9,449
698
$1.46M 0.01%
+49,043
699
$1.46M 0.01%
25,644
+1,233
700
$1.45M 0.01%
15,543
+8
26 27
28
29 30