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
776
$604K ﹤0.01%
8,178
+789
777
$601K ﹤0.01%
+22,158
778
$601K ﹤0.01%
8,035
+4,334
779
$600K ﹤0.01%
7,132
-146
780
$600K ﹤0.01%
3,607
-4
781
$597K ﹤0.01%
73,200
782
$596K ﹤0.01%
5,855
+755
783
$594K ﹤0.01%
30,685
784
$592K ﹤0.01%
18,915
+240
785
$592K ﹤0.01%
31,400
786
$590K ﹤0.01%
15,000
787
$587K ﹤0.01%
17,522
+10,303
788
$585K ﹤0.01%
5,834
-64
789
$584K ﹤0.01%
19,208
+4,448
790
$579K ﹤0.01%
+14,486
791
$579K ﹤0.01%
+40,997
792
$576K ﹤0.01%
9,271
+2,871
793
$575K ﹤0.01%
10,526
-13,428
794
$574K ﹤0.01%
27,500
795
$573K ﹤0.01%
7,796
-83
796
$572K ﹤0.01%
6,333
+126
797
$572K ﹤0.01%
23,730
-5,700
798
$570K ﹤0.01%
30,275
799
$570K ﹤0.01%
15,808
+78
800
$561K ﹤0.01%
+43,471
30 31
32
33 34