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
851
$479K ﹤0.01%
10,348
-2,740
852
$478K ﹤0.01%
12,992
-196
853
$478K ﹤0.01%
490
-1,217
854
$475K ﹤0.01%
8,840
-264
855
$474K ﹤0.01%
1,103
+297
856
$471K ﹤0.01%
+7,565
857
$471K ﹤0.01%
+7,101
858
$468K ﹤0.01%
+16,905
859
$467K ﹤0.01%
9,522
+743
860
$467K ﹤0.01%
10,439
-489
861
$466K ﹤0.01%
9,309
-594,476
862
$463K ﹤0.01%
66,667
863
$461K ﹤0.01%
11,412
864
$460K ﹤0.01%
2,882
+210
865
$459K ﹤0.01%
6,064
+905
866
$458K ﹤0.01%
8,333
867
$453K ﹤0.01%
9,243
+257
868
$451K ﹤0.01%
6,163
+57
869
$451K ﹤0.01%
14,102
+6,693
870
$447K ﹤0.01%
281,649
-10,500
871
$446K ﹤0.01%
13,534
+2,586
872
$445K ﹤0.01%
14,510
-300
873
$445K ﹤0.01%
12,758
+330
874
$444K ﹤0.01%
40,983
-1,134
875
$443K ﹤0.01%
7,025
-70
33 34
35
36 37