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
351
$3.64M 0.03%
74,386
+12,029
352
$3.62M 0.03%
121,433
+15,338
353
$3.61M 0.03%
93,070
-47,058
354
$3.58M 0.03%
35,676
-389
355
$3.57M 0.03%
26,926
-3,928
356
$3.56M 0.03%
28,821
+5,631
357
$3.54M 0.03%
70,430
-100
358
$3.51M 0.03%
82,544
-240
359
$3.51M 0.03%
100,544
-42,827
360
$3.49M 0.03%
112,236
-1,167
361
$3.44M 0.03%
108,435
-131,703
362
$3.44M 0.03%
133,548
+10,099
363
$3.39M 0.03%
13,203
+788
364
$3.35M 0.03%
105,881
+7,720
365
$3.34M 0.03%
46,804
-14,900
366
$3.32M 0.03%
13,054
-168
367
$3.32M 0.03%
70,856
+1,749
368
$3.3M 0.03%
69,545
369
$3.29M 0.03%
40,410
-3,942
370
$3.29M 0.03%
50,592
+3,471
371
$3.29M 0.03%
50,433
-256
372
$3.23M 0.02%
76,800
+158
373
$3.23M 0.02%
96,374
-192,746
374
$3.19M 0.02%
25,009
-52,886
375
$3.19M 0.02%
25,598
-10,051
13 14
15
16 17