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
901
$798K ﹤0.01%
3,975
-1,655
902
$797K ﹤0.01%
20,996
+8,181
903
$794K ﹤0.01%
+14,519
904
$794K ﹤0.01%
17,127
-1,147
905
$794K ﹤0.01%
8,415
+5,965
906
$793K ﹤0.01%
47,018
+13,895
907
$791K ﹤0.01%
4,302
+480
908
$788K ﹤0.01%
34,034
+14,007
909
$787K ﹤0.01%
26,073
-150
910
$784K ﹤0.01%
38,020
-850
911
$778K ﹤0.01%
27,445
912
$777K ﹤0.01%
42,736
913
$776K ﹤0.01%
9,204
-19
914
$773K ﹤0.01%
1,592
-1,176
915
$771K ﹤0.01%
4,582
+24
916
$769K ﹤0.01%
8,379
+523
917
$768K ﹤0.01%
15,461
+2,427
918
$767K ﹤0.01%
16,250
+4,000
919
$766K ﹤0.01%
14,195
-2,037
920
$761K ﹤0.01%
13,982
-930
921
$758K ﹤0.01%
42,004
+3,811
922
$757K ﹤0.01%
18,834
-430
923
$757K ﹤0.01%
+22,132
924
$750K ﹤0.01%
13,953
+15
925
$750K ﹤0.01%
19,871
-466
35 36
37
38 39