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
276
$6.08M 0.05%
79,311
-34,238
277
$6.01M 0.05%
54,160
+878
278
$5.99M 0.05%
239,240
-62,232
279
$5.94M 0.05%
198,015
+30,685
280
$5.87M 0.04%
273,782
-107,300
281
$5.78M 0.04%
470,100
+437,672
282
$5.74M 0.04%
172,645
+22,740
283
$5.74M 0.04%
257,394
-60,570
284
$5.72M 0.04%
68,957
+4,148
285
$5.71M 0.04%
69,067
-100,449
286
$5.68M 0.04%
4,034
+1,504
287
$5.58M 0.04%
64,298
+16
288
$5.5M 0.04%
71,495
+9,832
289
$5.47M 0.04%
114,131
-2,349
290
$5.46M 0.04%
128,775
+13,990
291
$5.34M 0.04%
117,608
+2,747
292
$5.33M 0.04%
48,828
-10,273
293
$5.25M 0.04%
224,943
+201,476
294
$5.2M 0.04%
104,317
-72,143
295
$5.14M 0.04%
61,830
-153,033
296
$5.11M 0.04%
98,427
+21,800
297
$5.09M 0.04%
347,439
+2,674
298
$4.91M 0.04%
27,423
-3,944
299
$4.87M 0.04%
218,706
-19,233
300
$4.83M 0.04%
89,842
-2,020
10 11
12
13 14