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
151
$31.7M 0.15%
284,556
+29,130
152
$31.6M 0.15%
394,926
+35,727
153
$31.5M 0.15%
438,820
-834,974
154
$31.1M 0.15%
1,396,173
+580,792
155
$30.7M 0.15%
187,026
+18,762
156
$30.3M 0.15%
3,335,750
-1,026,550
157
$30.2M 0.15%
114,244
+5,107
158
$30.2M 0.15%
370,290
-29,471
159
$29.5M 0.14%
242,318
+5,457
160
$28.4M 0.14%
203,466
-15,773
161
$28.3M 0.14%
227,632
+44,200
162
$27.7M 0.14%
459,558
+28,680
163
$27.7M 0.14%
134,004
+5,546
164
$27.6M 0.13%
159,340
+6,682
165
$27.3M 0.13%
774,103
-151,605
166
$27.3M 0.13%
163,275
+2,546
167
$26.9M 0.13%
464,624
+310,088
168
$26.8M 0.13%
308,210
-5,421
169
$26.5M 0.13%
360,092
+3,079
170
$26.5M 0.13%
438,471
-1,430
171
$26.3M 0.13%
636,536
+31,247
172
$25.9M 0.13%
+632,131
173
$25.8M 0.13%
905,382
+2,827
174
$25.7M 0.13%
416,379
+35,679
175
$25.4M 0.12%
281,563
+10,787
5 6
7
8 9