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
301
$4.79M 0.04%
71,061
-3,916
302
$4.77M 0.04%
37,467
-209
303
$4.74M 0.04%
134,647
+691
304
$4.73M 0.04%
46,275
-1,247
305
$4.73M 0.04%
+147,385
306
$4.69M 0.04%
145,040
+5,565
307
$4.69M 0.04%
85,369
+53,497
308
$4.65M 0.04%
77,756
+160
309
$4.65M 0.04%
84,981
+12,132
310
$4.65M 0.04%
+248,134
311
$4.64M 0.04%
67,719
-2,988
312
$4.59M 0.03%
137,519
+51,522
313
$4.54M 0.03%
21,267
-1,363
314
$4.5M 0.03%
118,201
+3,393
315
$4.49M 0.03%
160,181
+5,024
316
$4.47M 0.03%
33,693
-2,317
317
$4.46M 0.03%
191,887
+154,717
318
$4.46M 0.03%
77,031
+2,235
319
$4.45M 0.03%
144,813
-55,667
320
$4.44M 0.03%
82,290
-1,865
321
$4.42M 0.03%
30,853
+155
322
$4.42M 0.03%
80,383
+16,359
323
$4.41M 0.03%
305,936
-178,969
324
$4.4M 0.03%
36,187
-35,879
325
$4.39M 0.03%
241,602
+4,629
11 12
13
14 15