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
1051
$274K ﹤0.01%
29,500
1052
$273K ﹤0.01%
15,075
1053
$272K ﹤0.01%
+10,212
1054
$272K ﹤0.01%
+7,538
1055
$269K ﹤0.01%
4,179
1056
$268K ﹤0.01%
32,935
+1,835
1057
$266K ﹤0.01%
11,653
-109,640
1058
$265K ﹤0.01%
12,036
-1,011
1059
$265K ﹤0.01%
7,977
+79
1060
$263K ﹤0.01%
8,064
-1,602
1061
$263K ﹤0.01%
2,516
-164
1062
$262K ﹤0.01%
+2,605
1063
$260K ﹤0.01%
3,613
-1,609
1064
$260K ﹤0.01%
7,470
-272
1065
$260K ﹤0.01%
8,086
-316
1066
$258K ﹤0.01%
12,350
1067
$258K ﹤0.01%
12,131
1068
$257K ﹤0.01%
7,567
+563
1069
$257K ﹤0.01%
6,736
-842
1070
$257K ﹤0.01%
8,729
1071
$256K ﹤0.01%
5,388
+414
1072
$255K ﹤0.01%
28,462
-36,668
1073
$255K ﹤0.01%
+6,990
1074
$254K ﹤0.01%
9,856
+563
1075
$253K ﹤0.01%
+7,255
41 42
43
44 45