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
1151
$411K ﹤0.01%
73,737
-2,021
1152
$410K ﹤0.01%
5,683
-248
1153
$409K ﹤0.01%
+5,084
1154
$409K ﹤0.01%
5,808
+166
1155
$408K ﹤0.01%
7,849
-2,821
1156
$408K ﹤0.01%
+10,682
1157
$408K ﹤0.01%
9,240
+1,154
1158
$407K ﹤0.01%
+17,035
1159
$407K ﹤0.01%
6,760
+34
1160
$406K ﹤0.01%
8,039
-395
1161
$405K ﹤0.01%
+9,000
1162
$404K ﹤0.01%
9,932
-201
1163
$403K ﹤0.01%
10,907
1164
$402K ﹤0.01%
15,194
+1,771
1165
$402K ﹤0.01%
+15,865
1166
$402K ﹤0.01%
5,469
+272
1167
$399K ﹤0.01%
72,669
-1,199
1168
$399K ﹤0.01%
+12,081
1169
$398K ﹤0.01%
32,456
1170
$396K ﹤0.01%
14,662
-88
1171
$395K ﹤0.01%
+11,700
1172
$395K ﹤0.01%
+9,220
1173
$394K ﹤0.01%
46,391
+446
1174
$392K ﹤0.01%
2,823
-1,153
1175
$391K ﹤0.01%
31,382
+2,509
45 46
47
48 49