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
1201
$371K ﹤0.01%
19,260
+966
1202
$369K ﹤0.01%
8,180
-1,772
1203
$367K ﹤0.01%
+1,120
1204
$367K ﹤0.01%
35,143
1205
$365K ﹤0.01%
6,311
+676
1206
$365K ﹤0.01%
14,204
-796
1207
$363K ﹤0.01%
6,323
-332
1208
$363K ﹤0.01%
21,536
1209
$362K ﹤0.01%
11,024
-8,698
1210
$362K ﹤0.01%
15,532
+1,612
1211
$361K ﹤0.01%
+27,140
1212
$360K ﹤0.01%
8,400
+1,350
1213
$360K ﹤0.01%
5,000
+698
1214
$359K ﹤0.01%
3,335
+18
1215
$356K ﹤0.01%
+20,000
1216
$355K ﹤0.01%
5,294
-797
1217
$355K ﹤0.01%
3,174
-160
1218
$352K ﹤0.01%
+5,398
1219
$349K ﹤0.01%
7,509
-500
1220
$349K ﹤0.01%
11,750
-1,050
1221
$348K ﹤0.01%
13,968
-295
1222
$347K ﹤0.01%
+5,081
1223
$345K ﹤0.01%
4,276
-399
1224
$345K ﹤0.01%
8,664
-4,847
1225
$345K ﹤0.01%
+4,364
47 48
49
50 51