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
1601
– –
-9,576
1602
– –
-10,000
1603
– –
-12,100
1604
– –
-7,378
1605
– –
-29,500
1606
– –
-2,278
1607
– –
-11,173
1608
– –
-6,156
1609
– –
-3,172
1610
– –
-7,000
1611
– –
-8,867
1612
– –
-852
1613
– –
-6,915
1614
– –
-11,334
1615
– –
-6,168
1616
– –
-7,378
1617
– –
-612,755
1618
– –
-5,915
1619
– –
-2,839
1620
– –
-2,832
1621
– –
-8,199
1622
– –
-9,768
1623
– –
-18,256
1624
– –
-10,196
1625
– –
-9,034
62 63 64
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