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
1276
$311K ﹤0.01%
11,174
+410
1277
$310K ﹤0.01%
9,510
1278
$310K ﹤0.01%
6,279
+1,316
1279
$309K ﹤0.01%
+27,750
1280
$309K ﹤0.01%
+5,775
1281
$308K ﹤0.01%
9,266
1282
$308K ﹤0.01%
1,926
-111
1283
$306K ﹤0.01%
4,590
-47
1284
$306K ﹤0.01%
2,336
-200
1285
$306K ﹤0.01%
+4,822
1286
$304K ﹤0.01%
7,872
-50
1287
$303K ﹤0.01%
5,418
+268
1288
$303K ﹤0.01%
6,558
+19
1289
$303K ﹤0.01%
9,656
-53,559
1290
$303K ﹤0.01%
6,985
1291
$302K ﹤0.01%
7,480
-366
1292
$302K ﹤0.01%
4,340
-234
1293
$301K ﹤0.01%
+5,605
1294
$300K ﹤0.01%
5,356
+1,276
1295
$298K ﹤0.01%
52,345
1296
$298K ﹤0.01%
9,082
-3,831
1297
$298K ﹤0.01%
1,035
-39
1298
$298K ﹤0.01%
1,529
-80
1299
$297K ﹤0.01%
10,860
1300
$296K ﹤0.01%
13,720
-6,390
50 51
52
53 54