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
826
$1.01M ﹤0.01%
54,040
-3,000
827
$1M ﹤0.01%
13,767
-496
828
$1M ﹤0.01%
18,904
+525
829
$999K ﹤0.01%
14,277
+1,694
830
$995K ﹤0.01%
7,617
+35
831
$988K ﹤0.01%
12,388
+7,702
832
$981K ﹤0.01%
26,303
-45
833
$978K ﹤0.01%
59,980
-1,448
834
$977K ﹤0.01%
+42,192
835
$977K ﹤0.01%
32,840
-536
836
$971K ﹤0.01%
9,544
-264
837
$966K ﹤0.01%
2,593
+4
838
$962K ﹤0.01%
47,148
+15,830
839
$960K ﹤0.01%
28,998
-1,227
840
$956K ﹤0.01%
51,000
+1,000
841
$951K ﹤0.01%
40,156
+4,178
842
$947K ﹤0.01%
6,300
-272
843
$945K ﹤0.01%
6,932
-146
844
$941K ﹤0.01%
42,690
+22,513
845
$939K ﹤0.01%
12,574
+126
846
$931K ﹤0.01%
95,716
-7,367
847
$926K ﹤0.01%
11,663
+1,517
848
$922K ﹤0.01%
10,641
-1,054
849
$920K ﹤0.01%
13,895
+1,074
850
$919K ﹤0.01%
7,626
-180
32 33
34
35 36