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
151
$19.5M 0.15%
189,081
+186,936
152
$19.1M 0.15%
134,532
+3,335
153
$18.7M 0.14%
154,097
-5,710
154
$18.6M 0.14%
397,179
-12,228
155
$18.5M 0.14%
2,283,101
+9,334
156
$18.4M 0.14%
429,430
-41,662
157
$18.3M 0.14%
66,860
-7,240
158
$18.2M 0.14%
507,907
+11,173
159
$17.7M 0.13%
160,365
+2,014
160
$17.7M 0.13%
316,946
+31,325
161
$17.6M 0.13%
616,893
-53,531
162
$17.3M 0.13%
336,924
-7,293
163
$17.3M 0.13%
582,986
-68,652
164
$17.3M 0.13%
171,508
-6,048
165
$17M 0.13%
210,498
-1,359
166
$16.9M 0.13%
492,254
-8,873
167
$16.7M 0.13%
183,534
+110
168
$16.5M 0.13%
922,441
+683,014
169
$15.9M 0.12%
440,104
-5,246
170
$15.3M 0.12%
81,493
+3,890
171
$15.3M 0.12%
70,214
+1,559
172
$15.2M 0.12%
1,072,140
-306,820
173
$14.8M 0.11%
188,710
-14,175
174
$14.5M 0.11%
99,329
+11,259
175
$14.4M 0.11%
184,664
-16,996
5 6
7
8 9