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
1001
$614K ﹤0.01%
42,151
1002
$614K ﹤0.01%
14,443
-1,384
1003
$611K ﹤0.01%
33,217
-435
1004
$609K ﹤0.01%
6,541
1005
$609K ﹤0.01%
14,790
+4,785
1006
$608K ﹤0.01%
38,248
-3,452
1007
$607K ﹤0.01%
+20,420
1008
$606K ﹤0.01%
26,888
-1,213
1009
$606K ﹤0.01%
+35,235
1010
$606K ﹤0.01%
18,592
-823
1011
$602K ﹤0.01%
+28,783
1012
$593K ﹤0.01%
7,160
+1,643
1013
$590K ﹤0.01%
7,840
-240
1014
$588K ﹤0.01%
22,806
+4,375
1015
$585K ﹤0.01%
37,237
-3,346
1016
$585K ﹤0.01%
38,750
+1,750
1017
$583K ﹤0.01%
6,448
-5,700
1018
$583K ﹤0.01%
119,004
1019
$580K ﹤0.01%
11,423
-353
1020
$575K ﹤0.01%
10,272
+3
1021
$574K ﹤0.01%
+12,642
1022
$571K ﹤0.01%
5,605
+832
1023
$570K ﹤0.01%
20,835
+5,687
1024
$568K ﹤0.01%
14,462
-660
1025
$567K ﹤0.01%
59,757
-4,263
39 40
41
42 43