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
1476
$204K ﹤0.01%
+2,262
1477
$203K ﹤0.01%
1,244
-214
1478
$203K ﹤0.01%
+1,816
1479
$203K ﹤0.01%
21,405
-511
1480
$203K ﹤0.01%
+4,869
1481
$201K ﹤0.01%
+822
1482
$200K ﹤0.01%
+3,697
1483
$199K ﹤0.01%
90,000
+55,000
1484
$198K ﹤0.01%
16,033
+255
1485
$195K ﹤0.01%
+20,000
1486
$190K ﹤0.01%
+13,592
1487
$188K ﹤0.01%
21,421
1488
$180K ﹤0.01%
14,625
1489
$180K ﹤0.01%
28,768
+1,831
1490
$176K ﹤0.01%
4,508
-6
1491
$174K ﹤0.01%
10,413
+8
1492
$169K ﹤0.01%
11,910
+1,910
1493
$168K ﹤0.01%
+12,826
1494
$163K ﹤0.01%
+500
1495
$163K ﹤0.01%
12,772
-1,500
1496
$163K ﹤0.01%
+34,479
1497
$163K ﹤0.01%
16,873
1498
$162K ﹤0.01%
+11,954
1499
$161K ﹤0.01%
11,349
1500
$159K ﹤0.01%
+13,660
58 59
60
61 62