JPMPWA

J.P. 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
$13.2B
AUM Growth
+$263M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,426
New
Increased
Reduced
Closed

Top Buys

1
+$181M
2
+$50.7M
3
+$50.5M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$39.2M
5
ALGN icon
Align Technology
ALGN
+$23.2M

Top Sells

1
+$56M
2
+$55.4M
3
+$33M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$29.8M
5
VZ icon
Verizon
VZ
+$19.1M

Sector Composition

1 Technology 11.58%
2 Financials 10.43%
3 Healthcare 10.39%
4 Industrials 6.98%
5 Communication Services 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$854M 6.48%
3,532,605
+21,836
2
$345M 2.62%
9,581,464
+89,400
3
$284M 2.16%
1,279,763
+32,143
4
$242M 1.84%
1,787,501
-23,988
5
$228M 1.73%
1,617,998
+51,615
6
$194M 1.47%
2,093,169
-164,775
7
$185M 1.4%
2,681,838
-136,102
8
$183M 1.39%
1,214,863
+1,196,857
9
$167M 1.27%
1,600,058
+2,931
10
$167M 1.27%
1,432,614
-42,086
11
$166M 1.26%
1,394,564
+78,958
12
$157M 1.19%
1,799,776
+991
13
$153M 1.16%
1,327,710
-53,897
14
$147M 1.12%
1,021,460
+7,532
15
$143M 1.09%
1,569,328
-6,586
16
$135M 1.02%
1,040,998
-65,946
17
$132M 1%
543,854
+43,206
18
$130M 0.99%
2,798,500
-81,420
19
$117M 0.89%
881,386
-94,561
20
$114M 0.87%
1,743,903
-52,908
21
$113M 0.85%
1,053,047
-154,763
22
$111M 0.84%
1,372,263
-85,682
23
$105M 0.8%
1,137,039
+55,379
24
$104M 0.79%
605,895
+15,508
25
$104M 0.79%
753,716
+41,775
1
2 3 4 5