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
1076
$492K ﹤0.01%
8,436
-192
1077
$492K ﹤0.01%
18,238
-19,132
1078
$491K ﹤0.01%
7,443
-2,565
1079
$491K ﹤0.01%
129,426
+32,467
1080
$489K ﹤0.01%
34,915
+6,486
1081
$488K ﹤0.01%
8,946
+643
1082
$485K ﹤0.01%
3,550
+141
1083
$484K ﹤0.01%
20,555
+773
1084
$482K ﹤0.01%
85,000
1085
$482K ﹤0.01%
12,688
+5,523
1086
$481K ﹤0.01%
10,525
+40
1087
$481K ﹤0.01%
+12,738
1088
$480K ﹤0.01%
2,651
-407
1089
$479K ﹤0.01%
65,200
1090
$479K ﹤0.01%
+15,989
1091
$477K ﹤0.01%
18,303
+3,515
1092
$476K ﹤0.01%
14,705
-277
1093
$475K ﹤0.01%
13,688
-5,831
1094
$474K ﹤0.01%
5,865
-108
1095
$473K ﹤0.01%
98,637
+18,165
1096
$471K ﹤0.01%
15,260
-1,353
1097
$471K ﹤0.01%
5,056
-203
1098
$467K ﹤0.01%
40,237
-14,614
1099
$467K ﹤0.01%
15,966
-3,872
1100
$464K ﹤0.01%
2,758
-353
42 43
44
45 46