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
1451
$213K ﹤0.01%
+4,350
1452
$211K ﹤0.01%
+6,823
1453
$211K ﹤0.01%
4,963
-201
1454
$210K ﹤0.01%
+7,363
1455
$209K ﹤0.01%
+14,412
1456
$209K ﹤0.01%
8,580
1457
$209K ﹤0.01%
35,006
+10,000
1458
$209K ﹤0.01%
+3,431
1459
$208K ﹤0.01%
+665
1460
$208K ﹤0.01%
+6,154
1461
$208K ﹤0.01%
+1,896
1462
$208K ﹤0.01%
47,350
-25,000
1463
$207K ﹤0.01%
9,105
-67
1464
$206K ﹤0.01%
+4,050
1465
$206K ﹤0.01%
+34,500
1466
$206K ﹤0.01%
+8,230
1467
$206K ﹤0.01%
6,631
-580
1468
$205K ﹤0.01%
+7,330
1469
$205K ﹤0.01%
+1,489
1470
$205K ﹤0.01%
354
+4
1471
$205K ﹤0.01%
+7,463
1472
$205K ﹤0.01%
+1,537
1473
$204K ﹤0.01%
5,034
-484
1474
$204K ﹤0.01%
+2,582
1475
$204K ﹤0.01%
+4,300
57 58
59
60 61