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
1351
$272K ﹤0.01%
22,415
-10,765
1352
$271K ﹤0.01%
1,877
+98
1353
$271K ﹤0.01%
+10,000
1354
$269K ﹤0.01%
15,363
-2,029
1355
$269K ﹤0.01%
4,375
+288
1356
$268K ﹤0.01%
3,639
+300
1357
$268K ﹤0.01%
6,366
-3,413
1358
$267K ﹤0.01%
1,850
+52
1359
$266K ﹤0.01%
11,031
-1,903
1360
$266K ﹤0.01%
7,359
+909
1361
$266K ﹤0.01%
13,799
+90
1362
$264K ﹤0.01%
2,139
-56
1363
$264K ﹤0.01%
3,947
-61
1364
$263K ﹤0.01%
6,661
-245
1365
$263K ﹤0.01%
880
1366
$262K ﹤0.01%
+8,442
1367
$262K ﹤0.01%
476
+72
1368
$262K ﹤0.01%
+8,942
1369
$261K ﹤0.01%
11,023
+23
1370
$260K ﹤0.01%
3,106
+105
1371
$260K ﹤0.01%
2,563
+20
1372
$259K ﹤0.01%
21,250
1373
$259K ﹤0.01%
+1,634
1374
$258K ﹤0.01%
6,372
-1,161
1375
$258K ﹤0.01%
+5,244
53 54
55
56 57