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
526
$1.45M 0.01%
16,206
+7,599
527
$1.45M 0.01%
77,542
+2,112
528
$1.45M 0.01%
8,972
+1,576
529
$1.45M 0.01%
25,745
+5,823
530
$1.45M 0.01%
43,530
+1,203
531
$1.44M 0.01%
15,576
-620
532
$1.42M 0.01%
21,252
533
$1.42M 0.01%
11,666
+1,186
534
$1.42M 0.01%
50,840
+11,635
535
$1.41M 0.01%
38,835
-45,169
536
$1.41M 0.01%
26,277
+10,734
537
$1.4M 0.01%
14,619
-5,880
538
$1.39M 0.01%
22,247
-21,558
539
$1.38M 0.01%
22,761
+754
540
$1.38M 0.01%
35,911
-350
541
$1.38M 0.01%
147,200
-5,976,736
542
$1.35M 0.01%
11,417
+2,283
543
$1.35M 0.01%
21,974
-11,099
544
$1.34M 0.01%
33,743
+739
545
$1.34M 0.01%
21,412
+4,003
546
$1.34M 0.01%
28,530
-278
547
$1.33M 0.01%
20,457
+2,837
548
$1.32M 0.01%
30,288
+7,308
549
$1.31M 0.01%
9,349
-135
550
$1.3M 0.01%
6,353
-2,037
20 21
22
23 24