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
976
$655K ﹤0.01%
14,884
-1,757
977
$654K ﹤0.01%
41,450
978
$651K ﹤0.01%
10,125
+3,195
979
$650K ﹤0.01%
+16,990
980
$649K ﹤0.01%
+31,192
981
$648K ﹤0.01%
+27,937
982
$647K ﹤0.01%
12,436
+7,362
983
$647K ﹤0.01%
5,465
+1,015
984
$643K ﹤0.01%
4,813
-56
985
$642K ﹤0.01%
10,014
+560
986
$641K ﹤0.01%
4,965
+829
987
$639K ﹤0.01%
12,418
-278
988
$639K ﹤0.01%
10,212
-656
989
$638K ﹤0.01%
27,890
-12,576
990
$636K ﹤0.01%
7,051
-243
991
$633K ﹤0.01%
17,098
+3,270
992
$633K ﹤0.01%
11,083
993
$632K ﹤0.01%
32,179
-43,362
994
$628K ﹤0.01%
+21,775
995
$627K ﹤0.01%
9,517
+1,385
996
$623K ﹤0.01%
18,073
+6,672
997
$623K ﹤0.01%
7,215
-794
998
$619K ﹤0.01%
+14,151
999
$617K ﹤0.01%
12,700
+365
1000
$616K ﹤0.01%
36,754
+14,882
38 39
40
41 42