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
76
$46.9M 0.36%
319,176
+12,174
77
$46.3M 0.35%
697,081
-47,522
78
$45.8M 0.35%
590,934
+23,624
79
$45.4M 0.34%
678,813
-181,174
80
$45.1M 0.34%
603,198
+20,914
81
$45.1M 0.34%
684,913
-15,662
82
$44.8M 0.34%
598,301
+114,130
83
$43.7M 0.33%
672,829
+117,406
84
$43.6M 0.33%
907,848
+10,368
85
$43.3M 0.33%
268,527
-6,286
86
$43.2M 0.33%
468,312
-109
87
$42.5M 0.32%
300,804
+11,608
88
$42.2M 0.32%
715,478
+17,737
89
$40.3M 0.31%
343,260
-5,994
90
$40.2M 0.31%
1,213,982
+40,929
91
$39.7M 0.3%
248,431
-1,748
92
$39.5M 0.3%
789,569
+783,430
93
$38.1M 0.29%
367,693
-3,359
94
$36.7M 0.28%
754,245
-49,615
95
$36.4M 0.28%
441,961
+724
96
$36.2M 0.27%
1,433,301
+268,398
97
$34.5M 0.26%
611,212
+29,388
98
$33.6M 0.26%
735,417
-190,795
99
$33.6M 0.25%
607,626
-29,208
100
$33.4M 0.25%
144,285
+6,218
2 3
4
5 6