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
851
$913K ﹤0.01%
3,432
+34
852
$912K ﹤0.01%
45,596
-6,070
853
$907K ﹤0.01%
93,841
-15,769
854
$905K ﹤0.01%
17,149
-1,789
855
$903K ﹤0.01%
+12,360
856
$902K ﹤0.01%
6,881
-119
857
$901K ﹤0.01%
11,248
+600
858
$897K ﹤0.01%
8,442
+1,227
859
$890K ﹤0.01%
11,104
+5,339
860
$888K ﹤0.01%
55,524
+3,398
861
$887K ﹤0.01%
8,334
+34
862
$885K ﹤0.01%
7,887
-19,032
863
$881K ﹤0.01%
11,187
+785
864
$879K ﹤0.01%
5,136
-4,591
865
$877K ﹤0.01%
17,706
-3,668
866
$873K ﹤0.01%
13,257
+1,257
867
$871K ﹤0.01%
29,476
-688
868
$871K ﹤0.01%
165,930
+3,000
869
$870K ﹤0.01%
6,685
-1,672
870
$870K ﹤0.01%
36,175
-2,335
871
$868K ﹤0.01%
59,933
+6,924
872
$867K ﹤0.01%
6,303
+3,535
873
$861K ﹤0.01%
19,144
-297
874
$861K ﹤0.01%
21,918
+2,286
875
$858K ﹤0.01%
+50,834
33 34
35
36 37