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
1401
$236K ﹤0.01%
2,679
+176
1402
$236K ﹤0.01%
5,406
+11
1403
$236K ﹤0.01%
+1,847
1404
$236K ﹤0.01%
1,767
+88
1405
$235K ﹤0.01%
14,622
-459
1406
$235K ﹤0.01%
4,000
1407
$235K ﹤0.01%
+10,885
1408
$234K ﹤0.01%
2,896
+109
1409
$233K ﹤0.01%
+3,366
1410
$233K ﹤0.01%
2,544
1411
$231K ﹤0.01%
15,531
-12,627
1412
$231K ﹤0.01%
4,884
+321
1413
$230K ﹤0.01%
2,882
-486
1414
$230K ﹤0.01%
2,584
+38
1415
$229K ﹤0.01%
+8,113
1416
$229K ﹤0.01%
+1,050
1417
$228K ﹤0.01%
9,141
-962
1418
$228K ﹤0.01%
2,363
+326
1419
$228K ﹤0.01%
3,229
+409
1420
$227K ﹤0.01%
3,000
-660
1421
$227K ﹤0.01%
17,244
+658
1422
$227K ﹤0.01%
+3,804
1423
$227K ﹤0.01%
8,156
-29
1424
$226K ﹤0.01%
3,110
1425
$226K ﹤0.01%
6,620
+300
55 56
57
58 59