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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
1401
– –
-21,773
1402
– –
-5,835
1403
– –
-1,306
1404
– –
-6,537
1405
– –
-10,140
1406
– –
-21,981
1407
– –
-26,869
1408
– –
-10,150
1409
– –
0
1410
– –
-991
1411
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-2,909
1412
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-44,980
1413
– –
-5,595
1414
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-7,192
1415
– –
-5,508
1416
– –
-12,749
1417
– –
-18,183
1418
– –
-3,269
1419
– –
-9,805
1420
– –
-7,486
1421
– –
-11,052
1422
– –
-10,394
1423
– –
-8,802
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