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
551
$1.3M 0.01%
216,800
+2,320
552
$1.3M 0.01%
105,213
-8,600
553
$1.27M 0.01%
21,028
-258
554
$1.26M 0.01%
51,445
+40,855
555
$1.26M 0.01%
33,901
-19,274
556
$1.26M 0.01%
78,968
-16,768
557
$1.26M 0.01%
150,887
558
$1.25M 0.01%
15,084
-9,189
559
$1.25M 0.01%
8,483
-6,587
560
$1.24M 0.01%
15,519
+13
561
$1.23M 0.01%
39,740
-9,415
562
$1.23M 0.01%
42,348
-4,722
563
$1.23M 0.01%
24,260
+10,899
564
$1.23M 0.01%
11,769
+233
565
$1.22M 0.01%
39,528
+470
566
$1.22M 0.01%
38,501
+3,266
567
$1.22M 0.01%
22,701
-1,330
568
$1.22M 0.01%
69,543
-1,484
569
$1.21M 0.01%
72,641
570
$1.21M 0.01%
+30,970
571
$1.21M 0.01%
22,304
-1,736
572
$1.19M 0.01%
11,539
-180
573
$1.19M 0.01%
16,865
+665
574
$1.19M 0.01%
59,441
+21,405
575
$1.18M 0.01%
62,000
-23,730
21 22
23
24 25