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
501
$1.64M 0.01%
+61,197
502
$1.64M 0.01%
27,421
-528
503
$1.63M 0.01%
31,312
+11,783
504
$1.62M 0.01%
27,140
+374
505
$1.61M 0.01%
92,701
+3,890
506
$1.61M 0.01%
24,287
+336
507
$1.6M 0.01%
19,260
-3,124
508
$1.6M 0.01%
19,818
-154
509
$1.6M 0.01%
30,814
+9,227
510
$1.59M 0.01%
20,459
+9,412
511
$1.58M 0.01%
12,297
+503
512
$1.58M 0.01%
24,168
-7,388
513
$1.57M 0.01%
67,144
-75,133
514
$1.57M 0.01%
25,960
-800
515
$1.57M 0.01%
20,103
-1,532
516
$1.55M 0.01%
45,507
-490
517
$1.55M 0.01%
31,758
-646
518
$1.55M 0.01%
11,251
-914
519
$1.53M 0.01%
33,047
-1,244
520
$1.51M 0.01%
181,600
+152,700
521
$1.49M 0.01%
37,814
-6,384
522
$1.49M 0.01%
43,014
+4,987
523
$1.49M 0.01%
14,678
+1,037
524
$1.48M 0.01%
10,535
+715
525
$1.46M 0.01%
15,565
-82
19 20
21
22 23