JMPWA

JP Morgan Private Wealth Advisors Portfolio holdings

AUM $35B
1-Year Est. Return 24.26%
This Quarter Est. Return
1 Year Est. Return
+24.26%
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
1526
$89K ﹤0.01%
+5,362
1527
$88K ﹤0.01%
3,750
1528
$88K ﹤0.01%
14,220
-303
1529
$81K ﹤0.01%
6,500
1530
$78K ﹤0.01%
27,908
1531
$76K ﹤0.01%
3,110
-3,672
1532
$76K ﹤0.01%
2,581
1533
$76K ﹤0.01%
158,750
1534
$74K ﹤0.01%
+1,210
1535
$74K ﹤0.01%
15,900
-3,000
1536
$73K ﹤0.01%
2,855
+1,334
1537
$71K ﹤0.01%
15,439
1538
$56K ﹤0.01%
+41,710
1539
$54K ﹤0.01%
20
-10
1540
$54K ﹤0.01%
+24,378
1541
$52K ﹤0.01%
17,730
-3,410
1542
$50K ﹤0.01%
12,502
1543
$49K ﹤0.01%
2,520
+3
1544
$49K ﹤0.01%
833
1545
$47K ﹤0.01%
500
1546
$44K ﹤0.01%
+10,660
1547
$43K ﹤0.01%
28,000
-28,000
1548
$40K ﹤0.01%
20,000
1549
$34K ﹤0.01%
20,000
1550
$33K ﹤0.01%
+625
60 61
62
63 64