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
1376
– –
-22,285
1377
– –
-4,981
1378
– –
-15,826
1379
– –
-8,702
1380
– –
-4,270
1381
– –
-14,274
1382
– –
-5,330
1383
– –
-29,206
1384
– –
-5,594
1385
– –
-6,590
1386
– –
-38,600
1387
– –
-18,217
1388
– –
-18,108
1389
– –
-8,308
1390
– –
-15,412
1391
– –
-6,838
1392
– –
-32,727
1393
– –
-17,707
1394
– –
-4,302
1395
– –
-9,184
1396
– –
-11,611
1397
– –
-6,135
1398
– –
-94,005
1399
– –
-13,180
1400
– –
-8,000
53 54 55
56
57