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
401
$2.82M 0.02%
36,275
-607
402
$2.81M 0.02%
93,500
-11,393
403
$2.79M 0.02%
62,285
+10,146
404
$2.78M 0.02%
51,066
-9,439
405
$2.71M 0.02%
34,704
-2,159
406
$2.69M 0.02%
18,051
-11,499
407
$2.67M 0.02%
29,161
+1,868
408
$2.65M 0.02%
95,653
+1,699
409
$2.65M 0.02%
41,560
-15,685
410
$2.62M 0.02%
101,915
+54
411
$2.62M 0.02%
40,102
-18,952
412
$2.57M 0.02%
23,457
-5,604
413
$2.57M 0.02%
5,178
+289
414
$2.49M 0.02%
92,101
-63,480
415
$2.48M 0.02%
23,118
-62
416
$2.46M 0.02%
33,843
-637
417
$2.43M 0.02%
102,500
-1,300
418
$2.43M 0.02%
77,879
-180,381
419
$2.42M 0.02%
56,451
+22,503
420
$2.42M 0.02%
43,924
+38,215
421
$2.41M 0.02%
18,214
-7,799
422
$2.4M 0.02%
86,066
-124,049
423
$2.38M 0.02%
5,179
+633
424
$2.38M 0.02%
73,634
-7,311
425
$2.36M 0.02%
7,462
-11
15 16
17
18 19