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
726
$678K 0.01%
31,150
-13,052
727
$677K 0.01%
12,461
-1,240
728
$677K 0.01%
13,867
-1,129
729
$673K 0.01%
30,804
-16,975
730
$672K 0.01%
22,715
-2,050
731
$672K 0.01%
22,032
-17,340
732
$671K 0.01%
197
+62
733
$669K 0.01%
6,312
-257
734
$668K 0.01%
38,921
-12,258
735
$668K 0.01%
7,737
-39
736
$667K 0.01%
44,023
+101
737
$667K 0.01%
8,536
+26
738
$667K 0.01%
+16,878
739
$664K 0.01%
12,756
+1,829
740
$659K 0.01%
106,900
+45,565
741
$657K 0.01%
23,471
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742
$654K 0.01%
10,766
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743
$654K 0.01%
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744
$653K 0.01%
+27,414
745
$653K 0.01%
10,407
-2,143
746
$651K ﹤0.01%
65,200
747
$648K ﹤0.01%
11,773
+102
748
$647K ﹤0.01%
+13,144
749
$647K ﹤0.01%
5,319
+1,686
750
$646K ﹤0.01%
8,531
+546
28 29
30
31 32