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
126
$38.6M 0.19%
359,907
+905
127
$38.6M 0.19%
216,510
+2,996
128
$37.8M 0.18%
232,338
-12,653
129
$37.1M 0.18%
285,558
+105,400
130
$36.9M 0.18%
793,393
-8,217
131
$36.1M 0.18%
622,914
-11,427
132
$36.1M 0.18%
563,407
+538,110
133
$36M 0.18%
1,058,969
+26,679
134
$35.8M 0.17%
576,170
-28,567
135
$35.7M 0.17%
275,358
-18,999
136
$35.4M 0.17%
222,618
+19,458
137
$35M 0.17%
74,193
+399
138
$35M 0.17%
1,083,444
-6,282
139
$34.6M 0.17%
220,485
-1,993
140
$34.1M 0.17%
863,458
+15,968
141
$33.6M 0.16%
382,717
+77,014
142
$33M 0.16%
148,058
+8,347
143
$32.9M 0.16%
232,631
+9,409
144
$32.9M 0.16%
1,855,890
+447,119
145
$32.6M 0.16%
388,879
+1,168
146
$32.5M 0.16%
420,402
-12,042
147
$32.3M 0.16%
282,502
+3,163
148
$31.9M 0.16%
388,722
+1,788
149
$31.9M 0.16%
495,854
-7,158
150
$31.7M 0.15%
968,093
+86,508
4 5
6
7 8