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
$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
226
$9.45M 0.07%
64,976
-13,158
227
$9.17M 0.07%
170,792
+15,327
228
$9.11M 0.07%
105,196
-4,296
229
$8.93M 0.07%
65,885
-123
230
$8.88M 0.07%
62,065
+12,837
231
$8.69M 0.07%
62,618
+5,366
232
$8.68M 0.07%
61,568
-10,301
233
$8.55M 0.06%
60,745
+207
234
$8.46M 0.06%
102,732
+5,076
235
$8.46M 0.06%
408,960
-41,440
236
$8.44M 0.06%
2,334,240
+442,200
237
$8.43M 0.06%
408,417
-25,829
238
$8.41M 0.06%
174,415
+28,070
239
$8.4M 0.06%
191,132
+3,604
240
$8.39M 0.06%
348,180
+6,540
241
$8.22M 0.06%
41,473
+2,707
242
$8.21M 0.06%
74,228
-13,829
243
$8.2M 0.06%
+128,382
244
$8.13M 0.06%
246,784
-13,202
245
$8.08M 0.06%
150,168
+4,445
246
$7.99M 0.06%
66,699
-17,226
247
$7.92M 0.06%
45,064
+33,162
248
$7.89M 0.06%
156,923
+3,560
249
$7.69M 0.06%
147,853
+82,909
250
$7.66M 0.06%
73,921
+1,453
8 9
10
11 12