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
1301
$295K ﹤0.01%
12,300
1302
$294K ﹤0.01%
8,424
+982
1303
$294K ﹤0.01%
35,437
+9,323
1304
$294K ﹤0.01%
119
-6
1305
$293K ﹤0.01%
5,295
-1,221
1306
$293K ﹤0.01%
+2,000
1307
$293K ﹤0.01%
4,543
1308
$292K ﹤0.01%
8,577
-1,200
1309
$292K ﹤0.01%
4,290
-106
1310
$292K ﹤0.01%
5,365
1311
$291K ﹤0.01%
41,249
+20,000
1312
$289K ﹤0.01%
+18,906
1313
$289K ﹤0.01%
7,506
+2,054
1314
$288K ﹤0.01%
+2,565
1315
$288K ﹤0.01%
13,456
-108
1316
$288K ﹤0.01%
13,741
+536
1317
$288K ﹤0.01%
9,182
+2
1318
$286K ﹤0.01%
5,404
-600
1319
$286K ﹤0.01%
6,692
-875
1320
$286K ﹤0.01%
3,168
+127
1321
$285K ﹤0.01%
+3,831
1322
$284K ﹤0.01%
9,744
+960
1323
$284K ﹤0.01%
+835
1324
$284K ﹤0.01%
15,424
-6,223
1325
$284K ﹤0.01%
8,892
51 52
53
54 55