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
451
$2.08M 0.02%
13,013
+7,402
452
$2.08M 0.02%
39,660
+31,121
453
$2.07M 0.02%
27,515
-13,796
454
$2.06M 0.02%
37,225
+14,450
455
$2.06M 0.02%
59,929
+30,444
456
$2.04M 0.02%
39,123
+252
457
$2.02M 0.02%
+287,857
458
$2.02M 0.02%
25,779
+2,123
459
$2M 0.02%
40,572
+343
460
$2M 0.02%
51,788
-10,927
461
$1.99M 0.02%
58,016
-19,355
462
$1.99M 0.02%
17,421
-5,195
463
$1.98M 0.02%
86,843
-9,381
464
$1.97M 0.02%
36,785
-19,948
465
$1.95M 0.01%
21,764
-2,778
466
$1.94M 0.01%
21,965
-862
467
$1.94M 0.01%
11,492
+2,262
468
$1.93M 0.01%
17,859
+3,191
469
$1.93M 0.01%
31,407
-82
470
$1.91M 0.01%
33,365
+9,175
471
$1.91M 0.01%
33,659
+2,438
472
$1.91M 0.01%
11,415
+1,956
473
$1.89M 0.01%
44,262
+718
474
$1.89M 0.01%
344,054
-149,417
475
$1.88M 0.01%
26,986
+433
17 18
19
20 21