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
1101
$464K ﹤0.01%
13,077
-625
1102
$463K ﹤0.01%
19,869
-828
1103
$455K ﹤0.01%
6,468
-75
1104
$453K ﹤0.01%
14,172
+2,668
1105
$452K ﹤0.01%
6,312
+611
1106
$452K ﹤0.01%
9,049
-932
1107
$450K ﹤0.01%
+18,775
1108
$450K ﹤0.01%
+5,439
1109
$449K ﹤0.01%
3,258
-8,586
1110
$447K ﹤0.01%
36,053
1111
$446K ﹤0.01%
9,844
-5,420
1112
$445K ﹤0.01%
20,921
-2,096
1113
$445K ﹤0.01%
7,484
+2,533
1114
$443K ﹤0.01%
15,419
+4,465
1115
$440K ﹤0.01%
10,420
+178
1116
$439K ﹤0.01%
+13,971
1117
$439K ﹤0.01%
6,946
-164
1118
$438K ﹤0.01%
57,677
-883
1119
$438K ﹤0.01%
4,691
-137
1120
$438K ﹤0.01%
25,597
+2,226
1121
$438K ﹤0.01%
+7,714
1122
$437K ﹤0.01%
20,376
-3,617
1123
$437K ﹤0.01%
9,700
1124
$436K ﹤0.01%
+12,574
1125
$432K ﹤0.01%
12,076
-260
43 44
45
46 47