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
1126
$431K ﹤0.01%
+7,600
1127
$431K ﹤0.01%
9,178
+2,118
1128
$430K ﹤0.01%
10,490
1129
$430K ﹤0.01%
4,094
+54
1130
$430K ﹤0.01%
25,299
+759
1131
$428K ﹤0.01%
3,281
+570
1132
$427K ﹤0.01%
8,361
-100
1133
$426K ﹤0.01%
942
+270
1134
$426K ﹤0.01%
15,413
-46,093
1135
$425K ﹤0.01%
6,526
-178
1136
$425K ﹤0.01%
+25,752
1137
$424K ﹤0.01%
6,133
+2,080
1138
$423K ﹤0.01%
1,322
1139
$421K ﹤0.01%
49,242
-4,858
1140
$420K ﹤0.01%
59,657
-1,302
1141
$420K ﹤0.01%
6,881
+169
1142
$417K ﹤0.01%
12,854
+36
1143
$416K ﹤0.01%
3,524
-9,825
1144
$416K ﹤0.01%
18,582
-980
1145
$415K ﹤0.01%
4,150
+158
1146
$415K ﹤0.01%
8,071
+536
1147
$415K ﹤0.01%
739,000
-195,000
1148
$413K ﹤0.01%
6,227
-286
1149
$412K ﹤0.01%
16,398
+5,471
1150
$412K ﹤0.01%
+11,080
44 45
46
47 48