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
76
$66M 0.32%
1,161,767
-68,665
77
$65.5M 0.32%
665,372
-10,465
78
$64.5M 0.31%
835,898
+5,260
79
$64.5M 0.31%
446,048
-7,356
80
$63.7M 0.31%
661,376
+12,625
81
$63.1M 0.31%
723,632
+139,255
82
$63.1M 0.31%
557,798
+143,718
83
$62.9M 0.31%
461,896
-503
84
$62.6M 0.31%
709,370
+153,488
85
$61.3M 0.3%
835,619
+586
86
$60.3M 0.29%
506,442
+106,732
87
$58.8M 0.29%
412,329
+111,574
88
$57M 0.28%
1,034,460
+19,344
89
$55.7M 0.27%
258,436
+34,724
90
$55.5M 0.27%
556,374
+19,511
91
$53.3M 0.26%
213,516
-16,003
92
$52.7M 0.26%
362,661
+4,877
93
$50.6M 0.25%
170,940
+4,669
94
$50.5M 0.25%
1,076,278
+5,626
95
$50.2M 0.25%
446,302
+29,771
96
$50.2M 0.24%
523,329
+8,257
97
$49.8M 0.24%
826,874
-599,208
98
$49.6M 0.24%
1,183,152
+18,348
99
$49.3M 0.24%
7,022,080
+1,030,800
100
$49.2M 0.24%
502,146
-10,458
2 3
4
5 6