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
1226
$12K ﹤0.01%
+15,060
1227
$9K ﹤0.01%
30,500
1228
$6K ﹤0.01%
1,000
1229
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-3,260
1230
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-11,280
1231
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-11,647
1232
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-14,741
1233
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-5,960
1234
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-42,142
1235
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-2,590
1236
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-21,773
1237
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-5,835
1238
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-1,306
1239
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-6,537
1240
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-10,140
1241
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-21,981
1242
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-26,869
1243
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1244
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0
1245
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-9,805
1246
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-7,486
1247
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-11,052
1248
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-10,394
1249
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-8,802
1250
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-10,319
48 49
50
51 52