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
626
$978K 0.01%
18,151
+2,976
627
$977K 0.01%
24,794
+54
628
$970K 0.01%
18,274
-2,781
629
$966K 0.01%
20,881
+13,998
630
$966K 0.01%
33,990
631
$966K 0.01%
18,373
+820
632
$966K 0.01%
20,846
-3,863
633
$951K 0.01%
8,130
-39
634
$951K 0.01%
34,000
635
$950K 0.01%
29,993
-2,456
636
$950K 0.01%
24,574
+6,325
637
$949K 0.01%
29,288
-538
638
$948K 0.01%
14,466
+10,429
639
$944K 0.01%
19,571
-2,537
640
$939K 0.01%
12,264
-66
641
$936K 0.01%
6,637
+2,098
642
$934K 0.01%
29,409
-478
643
$924K 0.01%
+22,574
644
$921K 0.01%
49,900
+616
645
$919K 0.01%
23,660
+11,803
646
$914K 0.01%
8,670
-7,620
647
$912K 0.01%
14,198
-30
648
$906K 0.01%
58,389
+43
649
$904K 0.01%
40,493
+143
650
$900K 0.01%
15,168
-1,311
24 25
26
27 28