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
601
$1.07M 0.01%
3,172
-1,126
602
$1.06M 0.01%
66,476
+331
603
$1.06M 0.01%
38,541
-49,675
604
$1.06M 0.01%
63,955
-66,684
605
$1.06M 0.01%
10,537
-74,227
606
$1.05M 0.01%
49,013
+10,888
607
$1.04M 0.01%
8,226
+844
608
$1.04M 0.01%
55,880
+300
609
$1.04M 0.01%
17,518
+477
610
$1.04M 0.01%
8,778
-1,628
611
$1.03M 0.01%
9,122
-2,057
612
$1.03M 0.01%
60,874
-115,537
613
$1.03M 0.01%
15,291
+7,736
614
$1.03M 0.01%
79,932
-34,415
615
$1.02M 0.01%
11,446
+704
616
$1.02M 0.01%
67,500
617
$1.02M 0.01%
21,760
+16,036
618
$1.01M 0.01%
34,108
-19,409
619
$1.01M 0.01%
22,550
-194
620
$1.01M 0.01%
28,386
+1,447
621
$1M 0.01%
22,780
+4,262
622
$1M 0.01%
17,358
-8,833
623
$996K 0.01%
11,481
-795
624
$990K 0.01%
11,570
-503
625
$985K 0.01%
15,707
-104,465
23 24
25
26 27