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
1226
$344K ﹤0.01%
4,556
-1,489
1227
$343K ﹤0.01%
3,550
-300
1228
$342K ﹤0.01%
5,893
+12
1229
$341K ﹤0.01%
+10,968
1230
$339K ﹤0.01%
2,249
-7
1231
$339K ﹤0.01%
9,764
-665
1232
$339K ﹤0.01%
+6,106
1233
$335K ﹤0.01%
7,992
+478
1234
$335K ﹤0.01%
+8,645
1235
$335K ﹤0.01%
5,301
+84
1236
$335K ﹤0.01%
194,649
-12,000
1237
$334K ﹤0.01%
12,083
+31
1238
$334K ﹤0.01%
22,680
-202
1239
$333K ﹤0.01%
12,969
1240
$333K ﹤0.01%
1,456
-11
1241
$333K ﹤0.01%
31,599
+13
1242
$332K ﹤0.01%
3,176
+106
1243
$331K ﹤0.01%
+9,661
1244
$329K ﹤0.01%
2,265
-350
1245
$329K ﹤0.01%
10,236
+1,134
1246
$329K ﹤0.01%
4,494
-112
1247
$328K ﹤0.01%
4,202
+197
1248
$328K ﹤0.01%
2,030
1249
$328K ﹤0.01%
6,747
-370
1250
$326K ﹤0.01%
5,157
-6,757
48 49
50
51 52