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
951
$356K ﹤0.01%
+20,021
952
$356K ﹤0.01%
6,739
-652
953
$355K ﹤0.01%
5,514
-372
954
$352K ﹤0.01%
+2,426
955
$351K ﹤0.01%
142,097
+71,023
956
$350K ﹤0.01%
+2,804
957
$349K ﹤0.01%
12,757
-555
958
$349K ﹤0.01%
2,863
-2,204
959
$347K ﹤0.01%
8,228
-1,314
960
$347K ﹤0.01%
10,400
961
$346K ﹤0.01%
3,376
+666
962
$345K ﹤0.01%
5,446
-233
963
$345K ﹤0.01%
11,572
964
$343K ﹤0.01%
13,672
+252
965
$342K ﹤0.01%
4,100
-635
966
$342K ﹤0.01%
7,891
+240
967
$341K ﹤0.01%
+9,835
968
$339K ﹤0.01%
5,908
-9,570
969
$339K ﹤0.01%
+15,308
970
$337K ﹤0.01%
+8,953
971
$337K ﹤0.01%
11,235
-2,707
972
$337K ﹤0.01%
13,669
+337
973
$337K ﹤0.01%
6,542
+445
974
$334K ﹤0.01%
16,665
975
$334K ﹤0.01%
24,455
+375
37 38
39
40 41