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
901
$409K ﹤0.01%
1,395
+139
902
$409K ﹤0.01%
14,984
+2,388
903
$408K ﹤0.01%
12,119
-14,541
904
$405K ﹤0.01%
38,355
+13,995
905
$405K ﹤0.01%
8,832
-1,137
906
$404K ﹤0.01%
2,994
-924
907
$404K ﹤0.01%
31,818
-31,818
908
$402K ﹤0.01%
8,242
+21
909
$400K ﹤0.01%
+1,794
910
$400K ﹤0.01%
4,351
+942
911
$398K ﹤0.01%
8,247
912
$398K ﹤0.01%
14,093
-99,766
913
$396K ﹤0.01%
25,937
-3,985
914
$394K ﹤0.01%
43,065
-6,970
915
$392K ﹤0.01%
34,500
-45,036
916
$391K ﹤0.01%
13,844
-264,218
917
$389K ﹤0.01%
+23,559
918
$386K ﹤0.01%
5,717
919
$385K ﹤0.01%
4,526
-99,280
920
$383K ﹤0.01%
8,717
-2,181
921
$382K ﹤0.01%
4,172
-1,918
922
$381K ﹤0.01%
21,998
+1,126
923
$380K ﹤0.01%
3,681
+157
924
$379K ﹤0.01%
3,588
+944
925
$379K ﹤0.01%
29,123
35 36
37
38 39