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
726
$1.38M 0.01%
29,029
+1,155
727
$1.37M 0.01%
65,000
-16,106
728
$1.37M 0.01%
34,696
+831
729
$1.36M 0.01%
47,268
-1,362
730
$1.35M 0.01%
25,318
+246
731
$1.35M 0.01%
280,088
-29,512
732
$1.35M 0.01%
10,938
+947
733
$1.35M 0.01%
92,980
-2,772
734
$1.35M 0.01%
22,314
-2,510
735
$1.34M 0.01%
26,035
-171
736
$1.33M 0.01%
24,294
+1,473
737
$1.33M 0.01%
47,633
+4,800
738
$1.33M 0.01%
150,887
739
$1.32M 0.01%
44,654
+1,695
740
$1.32M 0.01%
15,773
-41,188
741
$1.31M 0.01%
14,788
+94
742
$1.31M 0.01%
55,500
743
$1.3M 0.01%
12,056
+9,956
744
$1.3M 0.01%
46,183
+13,328
745
$1.3M 0.01%
39,398
-5,677
746
$1.29M 0.01%
13,507
+27
747
$1.29M 0.01%
7,145
+918
748
$1.28M 0.01%
18,987
+2,690
749
$1.28M 0.01%
26,975
+1,412
750
$1.28M 0.01%
16,169
+258
28 29
30
31 32