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
126
$25.6M 0.19%
193,129
-36,864
127
$25.2M 0.19%
103,640
+6,308
128
$25.2M 0.19%
900,860
+59,401
129
$25.1M 0.19%
188,493
-62,041
130
$24.9M 0.19%
284,471
+45,269
131
$24.6M 0.19%
330,616
+12,868
132
$24.4M 0.19%
207,628
+20,647
133
$24M 0.18%
148,797
+11,104
134
$24M 0.18%
470,827
-39,063
135
$24M 0.18%
442,842
-16,315
136
$23.8M 0.18%
56,365
-147
137
$23.6M 0.18%
544,646
-45,980
138
$23.4M 0.18%
152,776
-11,842
139
$23.3M 0.18%
387,236
+121
140
$23.2M 0.18%
773,331
+63,820
141
$23.2M 0.18%
939,894
-3,791
142
$23.1M 0.18%
275,854
-22,511
143
$22.8M 0.17%
389,169
+3,670
144
$22.4M 0.17%
205,815
-5,178
145
$22.2M 0.17%
115,710
+3,498
146
$21.2M 0.16%
172,136
+8,164
147
$21.1M 0.16%
203,238
-3,645
148
$20.1M 0.15%
79
+4
149
$20M 0.15%
254,668
-1,487
150
$19.6M 0.15%
613,757
-112,755
4 5
6
7 8