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
1051
$531K ﹤0.01%
9,843
-794
1052
$528K ﹤0.01%
1,638
-33
1053
$527K ﹤0.01%
19,557
+4
1054
$526K ﹤0.01%
28,480
-200
1055
$526K ﹤0.01%
37,500
1056
$524K ﹤0.01%
15,020
+1,292
1057
$523K ﹤0.01%
7,258
+459
1058
$520K ﹤0.01%
4,373
+38
1059
$520K ﹤0.01%
10,935
1060
$518K ﹤0.01%
35,100
1061
$516K ﹤0.01%
4,640
+2
1062
$516K ﹤0.01%
58,611
-12
1063
$515K ﹤0.01%
7,196
+280
1064
$515K ﹤0.01%
50,450
+3,453
1065
$513K ﹤0.01%
3,686
-7
1066
$513K ﹤0.01%
21,291
-526
1067
$512K ﹤0.01%
2,567
+240
1068
$511K ﹤0.01%
22,678
-14,780
1069
$511K ﹤0.01%
+19,041
1070
$504K ﹤0.01%
13,564
+111
1071
$500K ﹤0.01%
13,972
1072
$497K ﹤0.01%
+18,000
1073
$496K ﹤0.01%
+3,450
1074
$494K ﹤0.01%
6,898
+75
1075
$493K ﹤0.01%
22,246
41 42
43
44 45