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
751
$644K ﹤0.01%
2,394
-92
752
$640K ﹤0.01%
29,415
+50
753
$639K ﹤0.01%
6,530
+782
754
$635K ﹤0.01%
7,093
+119
755
$635K ﹤0.01%
15,573
756
$634K ﹤0.01%
18,016
-4,347
757
$634K ﹤0.01%
42,092
-112
758
$631K ﹤0.01%
21,623
-1,531
759
$630K ﹤0.01%
13,126
-935
760
$629K ﹤0.01%
12,174
+2,810
761
$629K ﹤0.01%
21,500
762
$628K ﹤0.01%
19,593
-60,504
763
$627K ﹤0.01%
7,058
+300
764
$627K ﹤0.01%
10,097
+1,701
765
$626K ﹤0.01%
13,056
-6,497
766
$625K ﹤0.01%
66,334
+7,198
767
$624K ﹤0.01%
9,670
-353
768
$623K ﹤0.01%
11,176
+4,500
769
$621K ﹤0.01%
11,577
-1,994
770
$621K ﹤0.01%
13,264
-16,621
771
$618K ﹤0.01%
5,400
772
$614K ﹤0.01%
14,272
+1,684
773
$614K ﹤0.01%
11,498
-5,692
774
$611K ﹤0.01%
14,018
775
$607K ﹤0.01%
5,460
-479
29 30
31
32 33