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
1151
$200K ﹤0.01%
10,956
-996
1152
$199K ﹤0.01%
10,096
+569
1153
$198K ﹤0.01%
13,474
+2,746
1154
$194K ﹤0.01%
11,443
1155
$192K ﹤0.01%
17,443
1156
$191K ﹤0.01%
20,245
-3,903
1157
$189K ﹤0.01%
10,076
-12,439
1158
$189K ﹤0.01%
15,987
-400
1159
$186K ﹤0.01%
21,421
+144
1160
$185K ﹤0.01%
10,885
+459
1161
$178K ﹤0.01%
+21,249
1162
$178K ﹤0.01%
15,064
+394
1163
$178K ﹤0.01%
11,339
+156
1164
$177K ﹤0.01%
12,100
1165
$169K ﹤0.01%
20,000
-10
1166
$167K ﹤0.01%
15,000
1167
$165K ﹤0.01%
17,824
-1
1168
$159K ﹤0.01%
3,617
+223
1169
$158K ﹤0.01%
21,832
+5,252
1170
$155K ﹤0.01%
+11,360
1171
$153K ﹤0.01%
10,272
+104
1172
$148K ﹤0.01%
14,717
1173
$145K ﹤0.01%
20,385
+92
1174
$145K ﹤0.01%
15,544
1175
$144K ﹤0.01%
3,942
45 46
47
48 49