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
576
$1.18M 0.01%
23,374
+1,094
577
$1.17M 0.01%
23,017
+878
578
$1.17M 0.01%
49,470
-3,200
579
$1.17M 0.01%
21,120
+700
580
$1.17M 0.01%
13,214
+5,150
581
$1.17M 0.01%
58,708
-79
582
$1.16M 0.01%
96,851
+18,193
583
$1.16M 0.01%
44,814
+9,132
584
$1.16M 0.01%
18,190
-17,009
585
$1.15M 0.01%
32,996
-1,300
586
$1.15M 0.01%
46,262
-43,064
587
$1.13M 0.01%
33,896
+8,185
588
$1.13M 0.01%
4,392
+950
589
$1.13M 0.01%
12,730
+9,652
590
$1.12M 0.01%
44,536
-231
591
$1.12M 0.01%
10,733
+785
592
$1.12M 0.01%
6,783
-7,205
593
$1.12M 0.01%
11,815
-7,112
594
$1.11M 0.01%
37,332
+26,601
595
$1.1M 0.01%
+49,446
596
$1.09M 0.01%
42,816
+1,696
597
$1.09M 0.01%
23,632
+1
598
$1.08M 0.01%
129,456
-104,681
599
$1.08M 0.01%
52,450
+6,550
600
$1.07M 0.01%
9,172
-81
22 23
24
25 26