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
1076
$252K ﹤0.01%
5,657
-6,588
1077
$252K ﹤0.01%
20,000
1078
$252K ﹤0.01%
12,985
-5,400
1079
$251K ﹤0.01%
+6,711
1080
$250K ﹤0.01%
4,250
1081
$250K ﹤0.01%
41,735
1082
$249K ﹤0.01%
2,240
1083
$249K ﹤0.01%
5,846
1084
$248K ﹤0.01%
9,597
-5,839
1085
$244K ﹤0.01%
18,079
+938
1086
$243K ﹤0.01%
15,081
+445
1087
$242K ﹤0.01%
+1,070
1088
$242K ﹤0.01%
3,280
+191
1089
$241K ﹤0.01%
20,000
1090
$239K ﹤0.01%
15,856
1091
$239K ﹤0.01%
9,528
+1,430
1092
$238K ﹤0.01%
+3,989
1093
$237K ﹤0.01%
4,259
-1,931
1094
$237K ﹤0.01%
8,395
1095
$235K ﹤0.01%
10,752
-4,860
1096
$234K ﹤0.01%
5,641
-4,537
1097
$234K ﹤0.01%
7,800
-1,913
1098
$234K ﹤0.01%
1,851
+69
1099
$233K ﹤0.01%
+3,133
1100
$232K ﹤0.01%
4,070
42 43
44
45 46