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
476
$1.86M 0.01%
75,935
+25,952
477
$1.84M 0.01%
64,884
-93,774
478
$1.83M 0.01%
17,410
+915
479
$1.82M 0.01%
55,489
+745
480
$1.82M 0.01%
168,695
481
$1.82M 0.01%
46,871
-10,411
482
$1.82M 0.01%
36,913
+3,833
483
$1.79M 0.01%
10,719
+722
484
$1.78M 0.01%
22,880
485
$1.77M 0.01%
39,279
-28,947
486
$1.75M 0.01%
57,807
-32,681
487
$1.75M 0.01%
24,160
+286
488
$1.75M 0.01%
38,519
+3,379
489
$1.74M 0.01%
32,789
-177
490
$1.71M 0.01%
177,810
-14,754
491
$1.7M 0.01%
66,554
-22,184
492
$1.7M 0.01%
19,025
-3,846
493
$1.69M 0.01%
173,736
+6,054
494
$1.69M 0.01%
35,243
+647
495
$1.69M 0.01%
37,724
-2,832
496
$1.69M 0.01%
14,374
497
$1.68M 0.01%
29,830
-2,134
498
$1.67M 0.01%
28,882
-194
499
$1.66M 0.01%
+6,862
500
$1.65M 0.01%
37,559
+9
18 19
20
21 22