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
1251
$325K ﹤0.01%
5,958
+558
1252
$324K ﹤0.01%
20,600
1253
$323K ﹤0.01%
+18,696
1254
$322K ﹤0.01%
7,044
-132,952
1255
$322K ﹤0.01%
3,796
1256
$321K ﹤0.01%
23,901
1257
$321K ﹤0.01%
6,107
-624
1258
$321K ﹤0.01%
28,544
1259
$321K ﹤0.01%
3,253
1260
$319K ﹤0.01%
8,873
-3
1261
$319K ﹤0.01%
16,365
+3,409
1262
$318K ﹤0.01%
2,023
+133
1263
$316K ﹤0.01%
10,901
+3,096
1264
$316K ﹤0.01%
14,833
-538
1265
$316K ﹤0.01%
+11,026
1266
$316K ﹤0.01%
+15,120
1267
$316K ﹤0.01%
6,124
-720
1268
$315K ﹤0.01%
8,750
-589
1269
$314K ﹤0.01%
+5,026
1270
$313K ﹤0.01%
1,502
-134
1271
$313K ﹤0.01%
12,170
1272
$312K ﹤0.01%
+1,972
1273
$312K ﹤0.01%
39,610
+750
1274
$311K ﹤0.01%
+9,855
1275
$311K ﹤0.01%
8,674
+2,514
49 50
51
52 53