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
701
$1.45M 0.01%
29,003
+2,279
702
$1.45M 0.01%
50,785
-2,550
703
$1.45M 0.01%
15,481
+590
704
$1.44M 0.01%
75,576
+9,936
705
$1.44M 0.01%
85,551
+4,680
706
$1.44M 0.01%
+41,230
707
$1.44M 0.01%
49,390
+9,486
708
$1.44M 0.01%
23,465
+11,765
709
$1.44M 0.01%
20,100
-10,937
710
$1.41M 0.01%
+106,911
711
$1.41M 0.01%
+58,323
712
$1.41M 0.01%
77,293
713
$1.41M 0.01%
43,962
-182
714
$1.4M 0.01%
51,775
-9,556
715
$1.4M 0.01%
31,792
-104
716
$1.4M 0.01%
22,975
+512
717
$1.4M 0.01%
15,698
-98
718
$1.39M 0.01%
39,631
-3,945
719
$1.39M 0.01%
13,848
-2,158
720
$1.39M 0.01%
36,654
+8,358
721
$1.39M 0.01%
20,328
+75
722
$1.39M 0.01%
20,801
+544
723
$1.39M 0.01%
78,455
+15,269
724
$1.38M 0.01%
29,442
+15,261
725
$1.38M 0.01%
242,287
27 28
29
30 31