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
251
$7.58M 0.06%
259,781
+20,829
252
$7.54M 0.06%
95,359
-4,841
253
$7.49M 0.06%
498,045
-41,994
254
$7.46M 0.06%
69,425
+5,130
255
$7.42M 0.06%
44,746
-12,393
256
$7.33M 0.06%
77,384
+23,734
257
$7.25M 0.06%
121,653
+7,738
258
$7.24M 0.05%
59,477
-1,311
259
$7.14M 0.05%
109,489
-2,799
260
$7.05M 0.05%
201,720
+8,782
261
$7.04M 0.05%
5,908
+271
262
$7.02M 0.05%
54,397
-515
263
$6.94M 0.05%
401,002
+372,060
264
$6.93M 0.05%
3,706
-597
265
$6.67M 0.05%
125,447
+44,447
266
$6.67M 0.05%
132,456
+6,274
267
$6.66M 0.05%
349,577
+395
268
$6.54M 0.05%
140,760
+6,706
269
$6.43M 0.05%
258,109
+358
270
$6.38M 0.05%
96,848
+14,953
271
$6.36M 0.05%
181,803
-30,114
272
$6.29M 0.05%
180,260
-19,799
273
$6.29M 0.05%
101,191
-530,677
274
$6.23M 0.05%
115,091
-12,010
275
$6.08M 0.05%
49,217
+2,109
9 10
11
12 13