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
1001
$311K ﹤0.01%
8,662
+2,001
1002
$311K ﹤0.01%
5,268
-498
1003
$310K ﹤0.01%
+13,203
1004
$309K ﹤0.01%
5,126
-3,963
1005
$309K ﹤0.01%
+5,338
1006
$308K ﹤0.01%
9,646
-77
1007
$308K ﹤0.01%
7,748
+195
1008
$308K ﹤0.01%
1,073
+137
1009
$307K ﹤0.01%
5,943
1010
$306K ﹤0.01%
19,219
-2,000
1011
$304K ﹤0.01%
13,144
+108
1012
$304K ﹤0.01%
6,552
+260
1013
$303K ﹤0.01%
7,543
-31,507
1014
$302K ﹤0.01%
3,999
+218
1015
$302K ﹤0.01%
12,300
1016
$302K ﹤0.01%
477
+16
1017
$296K ﹤0.01%
6,325
-819
1018
$296K ﹤0.01%
12,405
+405
1019
$292K ﹤0.01%
16,146
+2
1020
$291K ﹤0.01%
13,150
+1,760
1021
$291K ﹤0.01%
9,603
+151
1022
$290K ﹤0.01%
5,306
-108
1023
$289K ﹤0.01%
11,316
1024
$288K ﹤0.01%
12,927
-308
1025
$288K ﹤0.01%
52,236
-85,866
39 40
41
42 43