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
+$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 11.57%
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
1401
– –
-10,150
1402
– –
0
1403
– –
-5,595
1404
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-7,192
1405
– –
-5,015
1406
– –
-13,815
1407
– –
-12,749
1408
– –
-18,183
1409
– –
-3,269
1410
– –
-9,805
1411
– –
-7,486
1412
– –
-11,052
1413
– –
-10,394
1414
– –
-8,802
1415
– –
-10,319
1416
– –
-9,506
1417
– –
-6,115
1418
– –
-10,254
1419
– –
-14,672
1420
– –
-5,549
1421
– –
-41,314
1422
– –
-9,874
1423
– –
-22,665
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