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
976
$333K ﹤0.01%
7,333
+548
977
$330K ﹤0.01%
7,049
+175
978
$330K ﹤0.01%
12,443
-3,786
979
$329K ﹤0.01%
12,521
-148,901
980
$327K ﹤0.01%
+14,105
981
$327K ﹤0.01%
24,442
+2
982
$326K ﹤0.01%
20,507
-25,662
983
$326K ﹤0.01%
5,194
+647
984
$325K ﹤0.01%
7,012
+1,318
985
$325K ﹤0.01%
63,274
986
$324K ﹤0.01%
5,109
+618
987
$323K ﹤0.01%
6,264
-394
988
$320K ﹤0.01%
+10,089
989
$319K ﹤0.01%
19,307
+5,278
990
$319K ﹤0.01%
7,093
-14,803
991
$318K ﹤0.01%
28,222
-4,906
992
$318K ﹤0.01%
+12,280
993
$318K ﹤0.01%
12,123
+1,075
994
$317K ﹤0.01%
10,631
+1,398
995
$315K ﹤0.01%
4,853
-397
996
$314K ﹤0.01%
6,829
-1,327
997
$314K ﹤0.01%
13,532
-6,490
998
$313K ﹤0.01%
11,425
-1,375
999
$313K ﹤0.01%
12,359
+1,003
1000
$312K ﹤0.01%
2,765
-42
38 39
40
41 42