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
51
$66.9M 0.51%
528,627
-1,339
52
$66.1M 0.5%
509,326
+8,467
53
$65.8M 0.5%
1,076,522
+2,414
54
$64.8M 0.49%
767,615
-56,071
55
$63.8M 0.48%
447,437
+17,798
56
$63.7M 0.48%
1,438,314
+9,548
57
$62.6M 0.48%
490,108
+11,474
58
$62.6M 0.48%
1,986,776
+25,204
59
$59.9M 0.45%
479,649
+57,013
60
$58.6M 0.44%
1,684,570
+94,095
61
$57.2M 0.43%
1,280,068
-427,972
62
$56.8M 0.43%
1,391,164
+1,238,039
63
$56.8M 0.43%
204,430
-746
64
$55M 0.42%
920,459
+8,015
65
$54.9M 0.42%
247,317
+64,620
66
$53.4M 0.41%
601,412
-12,429
67
$53.1M 0.4%
799,718
-13,594
68
$52.4M 0.4%
264,889
-7,895
69
$52.2M 0.4%
1,263,736
+1,227,028
70
$51.2M 0.39%
937,962
-16,750
71
$50.2M 0.38%
905,537
-140,435
72
$48.8M 0.37%
549,004
-5,327
73
$48.6M 0.37%
936,467
-5,986
74
$48.1M 0.37%
285,229
-4,901
75
$47.9M 0.36%
384,879
+33,949
1 2
3
4 5