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
26
$102M 0.77%
4,201,569
-96,906
27
$98.2M 0.75%
2,160,500
-36,240
28
$97.1M 0.74%
3,046,521
+14,177
29
$95.5M 0.72%
656,893
-7,853
30
$94.7M 0.72%
2,766,660
+202,652
31
$94.5M 0.72%
2,800,171
-134,604
32
$94.4M 0.72%
1,228,281
-49,992
33
$93.9M 0.71%
972,790
+24,047
34
$93.9M 0.71%
2,999,320
+487,549
35
$92.4M 0.7%
869,576
+23,492
36
$91.2M 0.69%
1,257,082
+98,062
37
$90.2M 0.68%
1,862,660
-97,380
38
$89.9M 0.68%
516,673
+1,657
39
$87.3M 0.66%
274,833
-2,550
40
$86.8M 0.66%
702,016
-24,613
41
$82.4M 0.63%
1,644,247
-250,730
42
$79.6M 0.6%
849,087
-4,849
43
$78.5M 0.6%
1,345,711
-34,149
44
$77.4M 0.59%
456,707
-68,187
45
$75.9M 0.58%
494,564
+6,297
46
$72.9M 0.55%
906,306
-45,237
47
$71.6M 0.54%
1,840,620
+44,390
48
$70.5M 0.53%
2,472,628
+27,910
49
$68.9M 0.52%
2,955,140
+28,590
50
$68.5M 0.52%
369,166
-32,545
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