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
701
$731K 0.01%
8,222
+997
702
$729K 0.01%
18,784
+2,058
703
$723K 0.01%
8,276
+2,656
704
$717K 0.01%
11,244
+5,002
705
$717K 0.01%
27,341
+4,759
706
$714K 0.01%
822
+276
707
$711K 0.01%
90,464
+39,937
708
$710K 0.01%
17,816
-3,104
709
$708K 0.01%
65,116
-820
710
$708K 0.01%
+89,608
711
$707K 0.01%
+21,093
712
$705K 0.01%
20,834
-11,083
713
$701K 0.01%
12,508
+1,754
714
$698K 0.01%
15,616
+7,972
715
$691K 0.01%
69,156
-3,557
716
$691K 0.01%
26,769
-653
717
$690K 0.01%
9,864
-4,228
718
$687K 0.01%
15,080
719
$687K 0.01%
+14,874
720
$685K 0.01%
5,171
-5,393
721
$685K 0.01%
38,837
+1,135
722
$684K 0.01%
26,363
+11,534
723
$682K 0.01%
9,240
+192
724
$681K 0.01%
10,887
-4,266
725
$679K 0.01%
7,515
+4,193
27 28
29
30 31