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
876
$853K ﹤0.01%
5,110
-654
877
$852K ﹤0.01%
21,320
+248
878
$849K ﹤0.01%
+50,898
879
$848K ﹤0.01%
8,859
+166
880
$848K ﹤0.01%
17,482
-428
881
$847K ﹤0.01%
905
882
$845K ﹤0.01%
25,665
+1,000
883
$840K ﹤0.01%
28,492
-728
884
$836K ﹤0.01%
4,855
-119
885
$835K ﹤0.01%
11,081
-305
886
$832K ﹤0.01%
18,164
+1,971
887
$830K ﹤0.01%
16,203
+10,547
888
$829K ﹤0.01%
22,018
-211
889
$829K ﹤0.01%
+28,790
890
$829K ﹤0.01%
6,928
+1,280
891
$823K ﹤0.01%
57,442
-11,776
892
$823K ﹤0.01%
11,735
-496
893
$818K ﹤0.01%
56,073
+26,950
894
$818K ﹤0.01%
+21,869
895
$818K ﹤0.01%
29,741
+16,463
896
$818K ﹤0.01%
18,480
+2,308
897
$803K ﹤0.01%
56,576
-31,015
898
$802K ﹤0.01%
22,543
+205
899
$801K ﹤0.01%
16,388
+6,096
900
$799K ﹤0.01%
10,228
-214
34 35
36
37 38