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
926
$746K ﹤0.01%
59,394
927
$744K ﹤0.01%
60,256
928
$742K ﹤0.01%
4,343
-14
929
$741K ﹤0.01%
8,983
+1,177
930
$741K ﹤0.01%
9,624
+1,378
931
$731K ﹤0.01%
14,074
-739
932
$728K ﹤0.01%
6,744
-316
933
$727K ﹤0.01%
11,822
+1
934
$726K ﹤0.01%
49,034
+183
935
$722K ﹤0.01%
29,132
+20,195
936
$720K ﹤0.01%
2,015
+231
937
$719K ﹤0.01%
21,034
+872
938
$718K ﹤0.01%
14,307
-869
939
$717K ﹤0.01%
+5,234
940
$715K ﹤0.01%
14,004
+4,029
941
$714K ﹤0.01%
15,197
942
$713K ﹤0.01%
26,151
-1,108
943
$710K ﹤0.01%
4,550
+335
944
$709K ﹤0.01%
13,490
+126
945
$709K ﹤0.01%
13,531
+51
946
$708K ﹤0.01%
13,362
-302
947
$705K ﹤0.01%
12,686
+813
948
$703K ﹤0.01%
20,130
949
$702K ﹤0.01%
20,043
+491
950
$701K ﹤0.01%
14,344
+8,200
36 37
38
39 40