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
1176
$143K ﹤0.01%
5,237
+197
1177
$142K ﹤0.01%
+10,690
1178
$138K ﹤0.01%
19,349
-61
1179
$134K ﹤0.01%
14,727
-12,841
1180
$133K ﹤0.01%
54,550
-27,330
1181
$123K ﹤0.01%
10,378
1182
$119K ﹤0.01%
12,202
1183
$108K ﹤0.01%
16,598
-10,595
1184
$106K ﹤0.01%
15,599
+1,027
1185
$101K ﹤0.01%
11,257
1186
$99K ﹤0.01%
12,000
1187
$94K ﹤0.01%
11,629
-447
1188
$90K ﹤0.01%
14,726
-62,944
1189
$90K ﹤0.01%
14,900
1190
$87K ﹤0.01%
10,590
+546
1191
$85K ﹤0.01%
22,324
-135,215
1192
$84K ﹤0.01%
2,500
1193
$83K ﹤0.01%
+27,908
1194
$81K ﹤0.01%
+10,590
1195
$81K ﹤0.01%
60,000
1196
$79K ﹤0.01%
+25,006
1197
$72K ﹤0.01%
2,745
+1,000
1198
$71K ﹤0.01%
2,811
-3,559
1199
$69K ﹤0.01%
15,439
1200
$69K ﹤0.01%
14,681
46 47
48
49 50