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
826
$522K ﹤0.01%
+42,518
827
$522K ﹤0.01%
4,067
-88
828
$520K ﹤0.01%
13,051
+1,857
829
$516K ﹤0.01%
8,031
-2,470
830
$516K ﹤0.01%
13,338
-2,918
831
$516K ﹤0.01%
24,109
-25,244
832
$515K ﹤0.01%
2,137
+269
833
$513K ﹤0.01%
32,074
+2,979
834
$511K ﹤0.01%
39,866
+5,188
835
$508K ﹤0.01%
8,449
-3,541
836
$504K ﹤0.01%
13,252
-46,012
837
$503K ﹤0.01%
4,276
-554
838
$502K ﹤0.01%
21,150
+5,184
839
$502K ﹤0.01%
17,962
-10,379
840
$502K ﹤0.01%
22,595
+905
841
$500K ﹤0.01%
11,148
+247
842
$495K ﹤0.01%
8,032
-17,190
843
$489K ﹤0.01%
11,508
+1,398
844
$489K ﹤0.01%
17,718
+1,215
845
$484K ﹤0.01%
4,579
-14,236
846
$483K ﹤0.01%
26,900
+11,845
847
$483K ﹤0.01%
124,802
+4,171
848
$482K ﹤0.01%
10,659
+500
849
$482K ﹤0.01%
5,041
-414
850
$479K ﹤0.01%
23,676
+1,855
32 33
34
35 36