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
101
$48.9M 0.24%
218,143
-39,881
102
$47.4M 0.23%
795,559
+13,836
103
$46.7M 0.23%
616,991
+4,107
104
$46.3M 0.23%
356,937
+13,557
105
$45.9M 0.22%
1,598,305
+72,281
106
$45.4M 0.22%
810,878
-10,970
107
$45.2M 0.22%
1,188,206
+342,814
108
$45M 0.22%
624,491
-12,562
109
$44.7M 0.22%
183,325
-2,572
110
$44.6M 0.22%
276,992
+19,529
111
$44.3M 0.22%
400,479
+32,395
112
$43.7M 0.21%
565,087
+8,442
113
$43.3M 0.21%
666,465
-15,238
114
$43.2M 0.21%
935,266
+11,204
115
$43.1M 0.21%
452,718
+14,603
116
$42.7M 0.21%
+1,426,984
117
$42.2M 0.21%
624,014
+32,142
118
$41.7M 0.2%
685,139
-35,180
119
$40.7M 0.2%
212,511
-14,388
120
$40.6M 0.2%
453,217
+19,684
121
$40.6M 0.2%
771,612
+2,175
122
$40.3M 0.2%
1,286,799
-401,520
123
$39.3M 0.19%
105,149
+8,864
124
$39M 0.19%
505,541
+4,472
125
$39M 0.19%
517,466
+7,681
3 4
5
6 7