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
801
$558K ﹤0.01%
12,749
+3,693
802
$556K ﹤0.01%
+33,249
803
$555K ﹤0.01%
+25,137
804
$554K ﹤0.01%
+29,595
805
$554K ﹤0.01%
5,269
+316
806
$553K ﹤0.01%
+8,522
807
$549K ﹤0.01%
12,051
808
$549K ﹤0.01%
9,236
+700
809
$548K ﹤0.01%
4,677
+145
810
$548K ﹤0.01%
+932
811
$547K ﹤0.01%
19,654
-7,094
812
$545K ﹤0.01%
19,180
813
$539K ﹤0.01%
3,792
-162
814
$539K ﹤0.01%
43,200
+18,190
815
$538K ﹤0.01%
42,000
816
$537K ﹤0.01%
2,650
-1,669
817
$537K ﹤0.01%
21,873
+2,559
818
$535K ﹤0.01%
17,398
+667
819
$535K ﹤0.01%
10,494
+757
820
$534K ﹤0.01%
11,274
+3,190
821
$532K ﹤0.01%
9,186
+178
822
$531K ﹤0.01%
4,970
+62
823
$526K ﹤0.01%
17,364
+271
824
$526K ﹤0.01%
34,542
+15,475
825
$523K ﹤0.01%
14,601
-2,474
31 32
33
34 35