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
1426
$226K ﹤0.01%
17,649
+649
1427
$225K ﹤0.01%
8,530
+63
1428
$225K ﹤0.01%
+5,514
1429
$225K ﹤0.01%
17,166
+5,421
1430
$223K ﹤0.01%
13,449
+40
1431
$223K ﹤0.01%
6,957
1432
$223K ﹤0.01%
20,106
1433
$222K ﹤0.01%
11,514
1434
$222K ﹤0.01%
18,409
+7,510
1435
$221K ﹤0.01%
10,000
1436
$221K ﹤0.01%
6,581
+90
1437
$218K ﹤0.01%
+3,998
1438
$218K ﹤0.01%
3,736
-41
1439
$217K ﹤0.01%
115
1440
$217K ﹤0.01%
+3,341
1441
$217K ﹤0.01%
3,350
-1,708
1442
$216K ﹤0.01%
+8,564
1443
$216K ﹤0.01%
+279
1444
$216K ﹤0.01%
1,349
-8
1445
$216K ﹤0.01%
8,830
-92
1446
$215K ﹤0.01%
+1,456
1447
$215K ﹤0.01%
+5,465
1448
$215K ﹤0.01%
+10,308
1449
$214K ﹤0.01%
+8,718
1450
$214K ﹤0.01%
2,707
56 57
58
59 60