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
201
$10.7M 0.08%
159,058
-8,897
202
$10.7M 0.08%
143,925
-19,268
203
$10.6M 0.08%
126,087
+1,409
204
$10.4M 0.08%
319,773
+16,647
205
$10.3M 0.08%
262,193
-142,391
206
$10.3M 0.08%
113,498
+5,080
207
$10.2M 0.08%
85,893
+3,794
208
$10.2M 0.08%
189,640
-60,228
209
$10.2M 0.08%
207,551
+9,033
210
$10.1M 0.08%
325,016
+37,054
211
$10.1M 0.08%
150,175
-28,187
212
$10M 0.08%
183,399
-2,471
213
$9.94M 0.08%
230,198
-11,570
214
$9.9M 0.08%
129,209
215
$9.9M 0.08%
186,752
+1,056
216
$9.85M 0.07%
118,733
+1,123
217
$9.83M 0.07%
237,638
-17,755
218
$9.83M 0.07%
103,521
+13,667
219
$9.82M 0.07%
219,970
+662
220
$9.81M 0.07%
109,302
-3,776
221
$9.51M 0.07%
226,116
+5,724
222
$9.51M 0.07%
74,679
+5,490
223
$9.5M 0.07%
139,427
+9,979
224
$9.47M 0.07%
228,725
+76,849
225
$9.46M 0.07%
243,524
+19,720
7 8
9
10 11