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
751
$1.27M 0.01%
26,751
+1,439
752
$1.26M 0.01%
84,354
-480
753
$1.26M 0.01%
13,923
+6,302
754
$1.26M 0.01%
82,755
755
$1.26M 0.01%
8,615
+473
756
$1.26M 0.01%
36,173
-487
757
$1.26M 0.01%
32,723
+2,445
758
$1.26M 0.01%
27,763
-11,851
759
$1.25M 0.01%
53,144
-116
760
$1.25M 0.01%
63,504
-7,250
761
$1.25M 0.01%
14,009
-1,303
762
$1.24M 0.01%
7,437
+575
763
$1.24M 0.01%
105,873
764
$1.23M 0.01%
30,845
+2,375
765
$1.23M 0.01%
1,032
-40
766
$1.22M 0.01%
44,457
-1,895
767
$1.22M 0.01%
72,400
+2,210
768
$1.21M 0.01%
12,195
769
$1.21M 0.01%
26,081
+10,322
770
$1.21M 0.01%
22,780
771
$1.2M 0.01%
9,341
+783
772
$1.2M 0.01%
68,356
+7,965
773
$1.2M 0.01%
16,458
+137
774
$1.19M 0.01%
8,376
+5,327
775
$1.18M 0.01%
147,398
-28,637
29 30
31
32 33