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
676
$797K 0.01%
24,198
-9,687
677
$794K 0.01%
10,738
+489
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$793K 0.01%
108,965
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679
$789K 0.01%
22,425
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680
$789K 0.01%
8,025
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681
$788K 0.01%
24,329
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682
$782K 0.01%
11,385
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683
$781K 0.01%
12,883
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684
$780K 0.01%
23,458
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685
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32,418
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686
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31,000
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687
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688
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31,858
690
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693
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20,890
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694
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6,891
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695
$753K 0.01%
14,970
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696
$749K 0.01%
31,399
-1,238
697
$747K 0.01%
29,781
+154
698
$743K 0.01%
3,577
-195
699
$742K 0.01%
+36,391
700
$734K 0.01%
5,719
+2,538
26 27
28
29 30