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
176
$25.2M 0.12%
474,255
-29,123
177
$24.9M 0.12%
159,375
-1,704
178
$24.3M 0.12%
390,563
+35,084
179
$24.2M 0.12%
421,915
+388,298
180
$23.8M 0.12%
170,779
-66,235
181
$23.4M 0.11%
129,548
-741
182
$23.3M 0.11%
199,623
-24,835
183
$22.8M 0.11%
89,458
-6,344
184
$22.8M 0.11%
151,140
+14,219
185
$22.5M 0.11%
336,028
-14,632
186
$22.3M 0.11%
518,910
+77,250
187
$22.3M 0.11%
411,971
-28,258
188
$22.3M 0.11%
167,306
+40,253
189
$22.2M 0.11%
451,781
+8,054
190
$22.1M 0.11%
56,517
-145,430
191
$21.7M 0.11%
115,730
-4,292
192
$21.5M 0.11%
471,543
-18,962
193
$21.3M 0.1%
88,456
-1,038
194
$21.1M 0.1%
130,019
+25,422
195
$21.1M 0.1%
355,394
+66,769
196
$21M 0.1%
297,492
+9,971
197
$20.9M 0.1%
59,242
+6,005
198
$20.9M 0.1%
616,332
-653
199
$20.7M 0.1%
117,103
+5,077
200
$20.6M 0.1%
113,480
-854
6 7
8
9 10