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
776
$1.18M 0.01%
63,204
+24,003
777
$1.17M 0.01%
51,143
-235
778
$1.16M 0.01%
13,136
+1,991
779
$1.16M 0.01%
31,955
+10,988
780
$1.16M 0.01%
16,385
-870
781
$1.16M 0.01%
16,970
-1,300
782
$1.15M 0.01%
+32,172
783
$1.15M 0.01%
268,221
784
$1.14M 0.01%
76,646
-1,225
785
$1.13M 0.01%
47,406
+1,000
786
$1.13M 0.01%
61,372
+18,958
787
$1.12M 0.01%
+50,482
788
$1.12M 0.01%
27,749
+4,272
789
$1.12M 0.01%
28,943
-7,511
790
$1.12M 0.01%
8,859
-107
791
$1.12M 0.01%
13,974
+1,558
792
$1.12M 0.01%
25,170
-1,002
793
$1.11M 0.01%
34,990
-248
794
$1.11M 0.01%
46,045
+1,152
795
$1.11M 0.01%
32,552
+5,778
796
$1.1M 0.01%
19,525
-253
797
$1.09M 0.01%
125,959
+459
798
$1.09M 0.01%
6,228
+4,748
799
$1.09M 0.01%
29,783
-628
800
$1.09M 0.01%
13,364
-1,312
30 31
32
33 34