JMPWA

JP Morgan Private Wealth Advisors Portfolio holdings

AUM $35B
1-Year Est. Return 24.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.26%
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
+$178M
2
+$50.2M
3
+$50M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$38.8M
5
ALGN icon
Align Technology
ALGN
+$21M

Top Sells

1
+$55.4M
2
+$54.1M
3
+$30.9M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$29.3M
5
VZ icon
Verizon
VZ
+$19.9M

Sector Composition

1 Technology 11.57%
2 Financials 10.43%
3 Healthcare 10.39%
4 Industrials 6.99%
5 Communication Services 5.93%
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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1230
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1231
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1233
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1234
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1235
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1236
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1237
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-100,813
1238
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1239
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1240
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1241
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1242
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1243
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1246
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1247
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1248
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1249
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1250
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48 49
50
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