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
1401
– –
-4,152
1402
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-3,621
1403
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-10,544
1404
– –
-13,372
1405
– –
-25,405
1406
– –
-4,000
1407
– –
-10,432
1408
– –
-8,872
1409
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-2,321
1410
– –
-15,783
1411
– –
-8,398
1412
– –
-6,183
1413
– –
-11,650
1414
– –
-6,747
1415
– –
-5,161
1416
– –
-16,585
1417
– –
-18,818
1418
– –
-76,100
1419
– –
-13,151
1420
– –
-15,183
1421
– –
-17,333
1422
– –
-83,534
1423
– –
-2,653
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