JMPWA

JP Morgan Private Wealth Advisors Portfolio holdings

AUM $35B
1-Year Est. Return 24.26%
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
+$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 5.93%
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
– –
-5,800
1230
– –
-2,837
1231
– –
-2,368
1232
– –
-3,876
1233
– –
-16,484
1234
– –
-3,824
1235
– –
-7,698
1236
– –
-6,478
1237
– –
-2,709
1238
– –
-15,535
1239
– –
-8,817
1240
– –
-3,866
1241
– –
-4,010
1242
– –
-4,796
1243
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-13,314
1244
– –
-8,466
1245
– –
-13,460
1246
$0 ﹤0.01%
10,000
1247
– –
-10,650
1248
– –
-25,985
1249
– –
-3,630
1250
– –
-82,310
48 49
50
51 52