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
1501
$157K ﹤0.01%
+11,919
1502
$156K ﹤0.01%
12,589
+239
1503
$154K ﹤0.01%
10,000
1504
$149K ﹤0.01%
41,250
1505
$148K ﹤0.01%
10,272
1506
$148K ﹤0.01%
13,669
+756
1507
$146K ﹤0.01%
41,735
1508
$143K ﹤0.01%
+11,200
1509
$141K ﹤0.01%
26,476
1510
$135K ﹤0.01%
10,781
1511
$134K ﹤0.01%
1,542
1512
$133K ﹤0.01%
481
1513
$132K ﹤0.01%
20,385
1514
$131K ﹤0.01%
10,759
1515
$130K ﹤0.01%
16,850
1516
$121K ﹤0.01%
2,000
1517
$118K ﹤0.01%
10,000
1518
$116K ﹤0.01%
10,832
1519
$115K ﹤0.01%
11,452
+6,066
1520
$113K ﹤0.01%
10,002
-11,049
1521
$112K ﹤0.01%
12,550
-284
1522
$111K ﹤0.01%
2,226
+13
1523
$111K ﹤0.01%
32,637
+2,109
1524
$108K ﹤0.01%
10,378
1525
$107K ﹤0.01%
1,631
-17
59 60
61
62 63