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
1126
$215K ﹤0.01%
3,431
1127
$215K ﹤0.01%
9,077
+500
1128
$214K ﹤0.01%
6,555
1129
$214K ﹤0.01%
8,910
-5,140
1130
$214K ﹤0.01%
4,473
-138
1131
$214K ﹤0.01%
+4,260
1132
$214K ﹤0.01%
+5,025
1133
$213K ﹤0.01%
+5,550
1134
$213K ﹤0.01%
3,314
-1,057
1135
$213K ﹤0.01%
3,393
-3,525
1136
$212K ﹤0.01%
+6,166
1137
$211K ﹤0.01%
25,350
-7,000
1138
$211K ﹤0.01%
1,050
-649
1139
$210K ﹤0.01%
33,438
+2,620
1140
$209K ﹤0.01%
12,000
1141
$207K ﹤0.01%
6,198
-445
1142
$206K ﹤0.01%
+2,962
1143
$206K ﹤0.01%
8,494
-5,296
1144
$205K ﹤0.01%
+9,125
1145
$203K ﹤0.01%
+7,042
1146
$203K ﹤0.01%
6,237
-1,000
1147
$203K ﹤0.01%
+4,615
1148
$203K ﹤0.01%
2,187
1149
$202K ﹤0.01%
+6,562
1150
$202K ﹤0.01%
+4,281
44 45
46
47 48