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
1026
$288K ﹤0.01%
4,744
-2,062
1027
$288K ﹤0.01%
+56,109
1028
$286K ﹤0.01%
6,572
-2,452
1029
$285K ﹤0.01%
33,272
-848
1030
$285K ﹤0.01%
7,089
+890
1031
$285K ﹤0.01%
+36,600
1032
$284K ﹤0.01%
2,332
-4,384
1033
$283K ﹤0.01%
2,830
1034
$282K ﹤0.01%
2,983
+207
1035
$282K ﹤0.01%
6,604
+909
1036
$281K ﹤0.01%
5,359
+102
1037
$281K ﹤0.01%
1,998
-758
1038
$281K ﹤0.01%
30,000
+4,655
1039
$281K ﹤0.01%
5,874
+74
1040
$280K ﹤0.01%
6,365
+1,158
1041
$279K ﹤0.01%
3,258
+373
1042
$279K ﹤0.01%
16,041
-72,342
1043
$277K ﹤0.01%
5,074
+295
1044
$277K ﹤0.01%
2,276
-19
1045
$277K ﹤0.01%
1,854
-36
1046
$276K ﹤0.01%
36,190
-18,360
1047
$275K ﹤0.01%
4,394
+218
1048
$275K ﹤0.01%
7,679
-1,474
1049
$274K ﹤0.01%
+5,620
1050
$274K ﹤0.01%
3,005
-1,789
40 41
42
43 44