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
1201
$68K ﹤0.01%
+11,991
1202
$68K ﹤0.01%
1,716
+716
1203
$65K ﹤0.01%
27,000
1204
$64K ﹤0.01%
26,000
1205
$64K ﹤0.01%
133,750
1206
$64K ﹤0.01%
+12,025
1207
$57K ﹤0.01%
300
1208
$51K ﹤0.01%
10,000
1209
$50K ﹤0.01%
2,000
1210
$47K ﹤0.01%
5,884
1211
$46K ﹤0.01%
+500
1212
$45K ﹤0.01%
222
+20
1213
$44K ﹤0.01%
12,002
1214
$40K ﹤0.01%
500
1215
$38K ﹤0.01%
1,458
+416
1216
$36K ﹤0.01%
3,675
1217
$35K ﹤0.01%
4,571
+285
1218
$34K ﹤0.01%
+833
1219
$32K ﹤0.01%
15,357
1220
$27K ﹤0.01%
738
-375
1221
$24K ﹤0.01%
3,580
1222
$23K ﹤0.01%
1,102
1223
$16K ﹤0.01%
1,160
1224
$13K ﹤0.01%
+1,152
1225
$13K ﹤0.01%
+1,000
47 48
49
50 51