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
376
$3.18M 0.02%
64,109
+1,432
377
$3.18M 0.02%
23,891
-82,434
378
$3.15M 0.02%
104,198
+198
379
$3.12M 0.02%
+336,320
380
$3.11M 0.02%
37,010
-20,630
381
$3.1M 0.02%
47,340
+1,389
382
$3.1M 0.02%
50,686
+1,802
383
$3.06M 0.02%
47,137
-6,001
384
$3.05M 0.02%
186,435
+1,185
385
$3.05M 0.02%
47,816
-4,179
386
$3.05M 0.02%
82,817
+10,181
387
$3.03M 0.02%
74,564
-6,648
388
$3.02M 0.02%
41,826
-3,561
389
$3.01M 0.02%
31,049
-3,562
390
$3.01M 0.02%
27,806
+123
391
$3M 0.02%
66,712
+4,397
392
$2.98M 0.02%
92,620
+3,785
393
$2.97M 0.02%
34,639
-943
394
$2.96M 0.02%
106,666
+92,485
395
$2.96M 0.02%
28,499
-1,844
396
$2.95M 0.02%
29,424
-2,883
397
$2.93M 0.02%
61,207
-6,043
398
$2.88M 0.02%
18,207
-3,599
399
$2.86M 0.02%
21,315
+15,208
400
$2.83M 0.02%
98,360
-6,716
14 15
16
17 18