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
201
$20.5M 0.1%
433,711
+661
202
$20.3M 0.1%
348,728
+808
203
$20.2M 0.1%
10,164
+4,954
204
$20M 0.1%
294,949
+31,799
205
$19.4M 0.09%
242,571
+9,812
206
$19.2M 0.09%
125,631
-3,202
207
$19.1M 0.09%
479,277
-4,871
208
$19.1M 0.09%
149,636
-31,072
209
$18.9M 0.09%
68,882
-24,139
210
$18.6M 0.09%
170,489
-2,732
211
$18.6M 0.09%
173,488
+2,312
212
$18.5M 0.09%
183,740
+1,266
213
$18.2M 0.09%
121,014
-10,539
214
$18.1M 0.09%
110,025
+22,373
215
$18M 0.09%
+442,532
216
$18M 0.09%
204,292
-976
217
$17.9M 0.09%
+318,769
218
$17.8M 0.09%
212,666
+418
219
$17.6M 0.09%
368,114
+278,545
220
$17.5M 0.09%
344,095
-95,127
221
$17.4M 0.09%
1,586,920
+161,679
222
$17.1M 0.08%
189,374
-9,667
223
$17.1M 0.08%
150,184
+3,253
224
$17M 0.08%
89,180
-10,441
225
$16.9M 0.08%
417,372
+9,863
7 8
9
10 11