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
326
$4.36M 0.03%
53,794
+13,354
327
$4.32M 0.03%
34,464
+28,927
328
$4.24M 0.03%
37,973
+3,038
329
$4.23M 0.03%
+65,523
330
$4.21M 0.03%
111,480
+11,760
331
$4.21M 0.03%
96,711
+6,245
332
$4.18M 0.03%
151,858
+53
333
$4.17M 0.03%
174,454
+6,645
334
$4.17M 0.03%
25,682
+11,820
335
$4.14M 0.03%
73,232
-1,336
336
$4.13M 0.03%
174,752
-6,868
337
$4.11M 0.03%
66,118
-40,990
338
$4.1M 0.03%
74,035
-6,077
339
$4.1M 0.03%
8,345
-2,970
340
$4.07M 0.03%
66,124
-41,670
341
$4.04M 0.03%
148,500
342
$4.01M 0.03%
35,996
-4,320
343
$3.96M 0.03%
39,518
+3,794
344
$3.87M 0.03%
52,396
-2,770
345
$3.85M 0.03%
63,531
-4,460
346
$3.83M 0.03%
71,073
+30,197
347
$3.77M 0.03%
115,915
-13,751
348
$3.72M 0.03%
81,985
-12,309
349
$3.65M 0.03%
33,211
-10,103
350
$3.65M 0.03%
24,985
+14,842
12 13
14
15 16