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
1376
$257K ﹤0.01%
5,012
-500
1377
$257K ﹤0.01%
5,741
-3,778
1378
$256K ﹤0.01%
+9,455
1379
$256K ﹤0.01%
13,704
-500
1380
$255K ﹤0.01%
15,075
1381
$254K ﹤0.01%
9,098
1382
$252K ﹤0.01%
5,200
-12
1383
$251K ﹤0.01%
+10,099
1384
$251K ﹤0.01%
+12,220
1385
$251K ﹤0.01%
5,400
-235
1386
$250K ﹤0.01%
+3,566
1387
$250K ﹤0.01%
+1,684
1388
$249K ﹤0.01%
8,177
-812
1389
$248K ﹤0.01%
2,958
1390
$247K ﹤0.01%
2,892
+187
1391
$246K ﹤0.01%
8,758
+321
1392
$245K ﹤0.01%
5,810
-420
1393
$245K ﹤0.01%
3,729
-292
1394
$241K ﹤0.01%
2,393
-55
1395
$241K ﹤0.01%
3,924
-284
1396
$241K ﹤0.01%
6,270
+628
1397
$239K ﹤0.01%
4,876
+339
1398
$238K ﹤0.01%
2,932
-24
1399
$238K ﹤0.01%
16,692
+5,607
1400
$236K ﹤0.01%
2,826
-424
54 55
56
57 58