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
1101
$232K ﹤0.01%
+402
1102
$232K ﹤0.01%
2,427
-459
1103
$232K ﹤0.01%
2,224
-128
1104
$231K ﹤0.01%
5,850
-2,000
1105
$231K ﹤0.01%
3,684
+19
1106
$230K ﹤0.01%
+5,512
1107
$230K ﹤0.01%
+3,375
1108
$230K ﹤0.01%
6,775
-3,266
1109
$227K ﹤0.01%
5,357
-618
1110
$227K ﹤0.01%
2,785
-110
1111
$227K ﹤0.01%
10,410
-989
1112
$226K ﹤0.01%
3,378
+91
1113
$225K ﹤0.01%
+2,226
1114
$225K ﹤0.01%
3,752
1115
$223K ﹤0.01%
+25,610
1116
$222K ﹤0.01%
2,958
1117
$221K ﹤0.01%
6,191
-241
1118
$221K ﹤0.01%
+12,250
1119
$221K ﹤0.01%
224
+133
1120
$219K ﹤0.01%
+3,169
1121
$219K ﹤0.01%
30,753
-11,271
1122
$218K ﹤0.01%
3,818
1123
$218K ﹤0.01%
2,002
-12,057
1124
$217K ﹤0.01%
3,252
1125
$216K ﹤0.01%
1,030
-144
43 44
45
46 47