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
51
$98M 0.48%
1,215,239
-66,638
52
$97.6M 0.48%
1,439,584
+411,573
53
$97M 0.47%
1,960,716
-74,628
54
$96.9M 0.47%
647,186
+67,659
55
$96.1M 0.47%
2,386,920
+94,390
56
$95.9M 0.47%
2,234,932
+1,917,285
57
$94.7M 0.46%
593,738
+9,997
58
$86.4M 0.42%
319,933
-21,972
59
$86M 0.42%
2,428,848
+666,670
60
$84.7M 0.41%
634,149
-15,138
61
$83.6M 0.41%
1,235,592
+23,507
62
$77.6M 0.38%
224,443
+3,892
63
$77.2M 0.38%
328,515
+9,652
64
$76.8M 0.37%
668,621
-15,457
65
$76.5M 0.37%
2,787,552
-397,729
66
$75.9M 0.37%
3,078,130
-379,730
67
$75.5M 0.37%
1,464,574
-122,240
68
$75M 0.37%
348,665
+27,714
69
$74.8M 0.36%
2,710,727
+158,459
70
$73.2M 0.36%
1,385,655
+10,607
71
$70.3M 0.34%
829,554
+27,853
72
$69.9M 0.34%
682,344
+4,440
73
$69M 0.34%
1,292,968
+59,708
74
$68.8M 0.34%
2,712,942
+185,790
75
$66.9M 0.33%
1,292,454
+1,259,726
1 2
3
4 5