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
1551
$33K ﹤0.01%
+625
1552
$33K ﹤0.01%
15,357
1553
$31K ﹤0.01%
12,211
1554
$28K ﹤0.01%
600
1555
$24K ﹤0.01%
11,600
1556
$18K ﹤0.01%
15,000
-15,000
1557
$18K ﹤0.01%
+410,643
1558
$17K ﹤0.01%
222
1559
$15K ﹤0.01%
1,102
1560
$11K ﹤0.01%
2,400
1561
$10K ﹤0.01%
1,000
1562
– –
-3,238
1563
– –
-46,287
1564
– –
-2,336
1565
– –
-2,221
1566
– –
-2,129
1567
– –
-25,515
1568
– –
-9,034
1569
– –
-10,196
1570
– –
-18,256
1571
– –
-9,768
1572
– –
-8,199
1573
– –
-3,237
1574
– –
-2,832
1575
– –
-2,839
61 62
63
64 65