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
951
$701K ﹤0.01%
56,311
+24,899
952
$696K ﹤0.01%
7,184
+434
953
$696K ﹤0.01%
10,305
954
$694K ﹤0.01%
11,055
-33
955
$694K ﹤0.01%
5,885
-569
956
$693K ﹤0.01%
36,343
+3,627
957
$685K ﹤0.01%
4,162
-79
958
$684K ﹤0.01%
108,588
+3,154
959
$684K ﹤0.01%
+30,928
960
$682K ﹤0.01%
20,501
-620
961
$680K ﹤0.01%
49,805
-11,600
962
$680K ﹤0.01%
18,011
-1,785
963
$678K ﹤0.01%
15,000
-2,089
964
$677K ﹤0.01%
2,078
-759
965
$674K ﹤0.01%
68,995
-1,552
966
$673K ﹤0.01%
17,226
+9
967
$668K ﹤0.01%
11,637
-66
968
$668K ﹤0.01%
23,349
-2,259
969
$664K ﹤0.01%
21,012
-192
970
$663K ﹤0.01%
7,618
+240
971
$659K ﹤0.01%
28,533
972
$657K ﹤0.01%
22,541
+615
973
$657K ﹤0.01%
8,816
+1,342
974
$657K ﹤0.01%
4,542
-20
975
$657K ﹤0.01%
17,720
-1,879
37 38
39
40 41