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
1326
$283K ﹤0.01%
7,725
+481
1327
$282K ﹤0.01%
48
1328
$281K ﹤0.01%
4,266
-523
1329
$281K ﹤0.01%
+3,761
1330
$280K ﹤0.01%
4,509
-333
1331
$280K ﹤0.01%
10,885
-24,565
1332
$280K ﹤0.01%
2,481
+92
1333
$280K ﹤0.01%
+80,102
1334
$280K ﹤0.01%
25,057
+3,488
1335
$280K ﹤0.01%
2,970
1336
$278K ﹤0.01%
+7,416
1337
$278K ﹤0.01%
32,680
1338
$277K ﹤0.01%
+14,433
1339
$277K ﹤0.01%
5,081
-771
1340
$277K ﹤0.01%
5,909
1341
$275K ﹤0.01%
31,955
-850
1342
$275K ﹤0.01%
2,600
1343
$275K ﹤0.01%
6,946
-11,780
1344
$275K ﹤0.01%
18,440
+2,498
1345
$274K ﹤0.01%
4,589
-1,032
1346
$274K ﹤0.01%
43,929
+183
1347
$273K ﹤0.01%
14,799
-2,030
1348
$273K ﹤0.01%
+2,500
1349
$272K ﹤0.01%
7,429
-86
1350
$272K ﹤0.01%
14,724
52 53
54
55 56