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
1026
$565K ﹤0.01%
9,634
+7
1027
$564K ﹤0.01%
8,201
-177
1028
$563K ﹤0.01%
15,144
+9,843
1029
$562K ﹤0.01%
11,467
-541
1030
$562K ﹤0.01%
+60,000
1031
$560K ﹤0.01%
12,618
-358
1032
$557K ﹤0.01%
14,698
-186
1033
$555K ﹤0.01%
27,222
-4,450
1034
$551K ﹤0.01%
11,668
-1,946
1035
$549K ﹤0.01%
42,628
+4,360
1036
$546K ﹤0.01%
15,417
-3,098
1037
$543K ﹤0.01%
4,849
-686
1038
$543K ﹤0.01%
49,805
+25,780
1039
$541K ﹤0.01%
12,267
-2,671
1040
$540K ﹤0.01%
10,353
-65
1041
$539K ﹤0.01%
10,704
-1,868
1042
$537K ﹤0.01%
13,727
1043
$536K ﹤0.01%
4,012
-886
1044
$535K ﹤0.01%
10,253
+3,347
1045
$534K ﹤0.01%
202,826
1046
$533K ﹤0.01%
+7,506
1047
$533K ﹤0.01%
7,230
-975
1048
$532K ﹤0.01%
+10,122
1049
$532K ﹤0.01%
+53,631
1050
$531K ﹤0.01%
11,563
-889
40 41
42
43 44