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
426
$2.36M 0.02%
27,604
-36,676
427
$2.35M 0.02%
22,469
-9,446
428
$2.35M 0.02%
54,983
+15,404
429
$2.34M 0.02%
58,750
-3,634
430
$2.34M 0.02%
185,373
+19,598
431
$2.34M 0.02%
114,309
+3,428
432
$2.32M 0.02%
24,688
+12,296
433
$2.29M 0.02%
24,691
+1,645
434
$2.29M 0.02%
43,274
-421
435
$2.27M 0.02%
83,076
+5,043
436
$2.27M 0.02%
53,714
-2,879
437
$2.26M 0.02%
58,284
-3,228
438
$2.23M 0.02%
54,044
-9,028
439
$2.23M 0.02%
64,534
-630
440
$2.2M 0.02%
39,648
-6,646
441
$2.2M 0.02%
58,298
442
$2.19M 0.02%
79,964
+9,791
443
$2.15M 0.02%
147,435
+34,710
444
$2.14M 0.02%
62,766
-39,641
445
$2.14M 0.02%
26,381
-9,228
446
$2.13M 0.02%
44,517
-7,730
447
$2.13M 0.02%
19,498
-636
448
$2.11M 0.02%
37,122
-277
449
$2.1M 0.02%
110,788
-47,904
450
$2.08M 0.02%
23,683
+17,694
16 17
18
19 20