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
101
$32.4M 0.25%
518,561
-22,624
102
$31.9M 0.24%
206,716
-35,270
103
$31M 0.24%
159,960
+6,563
104
$30.9M 0.23%
882,156
+15,752
105
$30.8M 0.23%
299,788
+29,958
106
$30.5M 0.23%
409,260
-14,245
107
$30.2M 0.23%
173,014
-21,775
108
$29.5M 0.22%
764,726
-3,252
109
$29.2M 0.22%
378,893
+40,372
110
$29M 0.22%
396,013
+14,248
111
$28.5M 0.22%
1,489,988
-199,763
112
$28.5M 0.22%
406,027
+17,519
113
$28.2M 0.21%
629,844
+57,880
114
$28M 0.21%
396,282
-32,494
115
$27.9M 0.21%
185,528
+154,517
116
$27.2M 0.21%
520,297
-28,983
117
$27M 0.21%
364,476
-2,604
118
$27M 0.21%
345,599
+15,178
119
$26.8M 0.2%
338,700
-1,038
120
$26.8M 0.2%
210,823
-1,981
121
$26.6M 0.2%
674,733
+6,423
122
$26.5M 0.2%
139,088
+1,997
123
$26.4M 0.2%
592,547
-74,038
124
$26.1M 0.2%
458,736
+3,245
125
$25.9M 0.2%
433,004
-11,556
3 4
5
6 7