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
1176
$389K ﹤0.01%
5,308
+2,306
1177
$389K ﹤0.01%
143,268
+7,204
1178
$388K ﹤0.01%
5,460
+218
1179
$387K ﹤0.01%
2,477
-263
1180
$386K ﹤0.01%
8,446
+14
1181
$385K ﹤0.01%
34,727
-1,140
1182
$385K ﹤0.01%
3,098
-237
1183
$383K ﹤0.01%
16,698
+1,663
1184
$383K ﹤0.01%
8,836
-1,766
1185
$382K ﹤0.01%
5,938
+378
1186
$382K ﹤0.01%
6,774
-101
1187
$380K ﹤0.01%
3,762
+53
1188
$379K ﹤0.01%
15,588
-945
1189
$379K ﹤0.01%
22,787
+34
1190
$379K ﹤0.01%
2,085
-520
1191
$378K ﹤0.01%
4,369
-33
1192
$378K ﹤0.01%
7,649
-168
1193
$374K ﹤0.01%
2,648
-3,903
1194
$374K ﹤0.01%
12,068
+892
1195
$373K ﹤0.01%
+10,941
1196
$372K ﹤0.01%
9,433
-1,220
1197
$372K ﹤0.01%
17,350
+1,000
1198
$371K ﹤0.01%
22,197
-960
1199
$371K ﹤0.01%
18,750
-5,406
1200
$371K ﹤0.01%
1,647
-5
46 47
48
49 50