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
926
$379K ﹤0.01%
10,863
-715
927
$377K ﹤0.01%
+4,700
928
$376K ﹤0.01%
20,030
-12,157
929
$375K ﹤0.01%
+5,390
930
$374K ﹤0.01%
10,000
-831
931
$374K ﹤0.01%
+2,010
932
$374K ﹤0.01%
6,985
933
$374K ﹤0.01%
3,046
+408
934
$373K ﹤0.01%
6,982
-341
935
$373K ﹤0.01%
5,178
-244
936
$370K ﹤0.01%
10,449
-275
937
$369K ﹤0.01%
5,013
-4,130
938
$368K ﹤0.01%
6,787
-1,152
939
$368K ﹤0.01%
12,683
-2,140
940
$366K ﹤0.01%
5,664
-335
941
$366K ﹤0.01%
3,073
-630
942
$365K ﹤0.01%
+16,043
943
$365K ﹤0.01%
2,257
+259
944
$365K ﹤0.01%
6,614
+662
945
$363K ﹤0.01%
4,028
-73
946
$361K ﹤0.01%
6,402
+747
947
$359K ﹤0.01%
25,599
+129
948
$359K ﹤0.01%
+9,159
949
$357K ﹤0.01%
8,556
-19,615
950
$357K ﹤0.01%
7,166
-2,081
36 37
38
39 40