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
876
$442K ﹤0.01%
13,727
877
$440K ﹤0.01%
7,905
878
$440K ﹤0.01%
14,289
879
$439K ﹤0.01%
14,876
+1,426
880
$439K ﹤0.01%
24,006
+3,213
881
$431K ﹤0.01%
3,398
+127
882
$431K ﹤0.01%
4,916
-820
883
$431K ﹤0.01%
9,200
884
$430K ﹤0.01%
10,385
-2,030
885
$429K ﹤0.01%
10,185
-47,320
886
$425K ﹤0.01%
3,497
+169
887
$425K ﹤0.01%
48,341
-997
888
$423K ﹤0.01%
10,787
-51,814
889
$422K ﹤0.01%
6,240
-1,124
890
$419K ﹤0.01%
9,725
+965
891
$418K ﹤0.01%
9,510
-187
892
$414K ﹤0.01%
4,777
-942
893
$414K ﹤0.01%
11,740
-459
894
$414K ﹤0.01%
30,996
+13,308
895
$413K ﹤0.01%
13,264
+4,000
896
$413K ﹤0.01%
5,427
-495
897
$411K ﹤0.01%
14,313
-547
898
$410K ﹤0.01%
25,718
-6,962
899
$410K ﹤0.01%
5,253
+250
900
$410K ﹤0.01%
4,457
+165
34 35
36
37 38