JPMPWA

J.P. 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
$21.9B
AUM Growth
+$4.27B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,624
New
Increased
Reduced
Closed

Top Buys

1
+$60.7M
2
+$59.4M
3
+$30.8M
4
SBUX icon
Starbucks
SBUX
+$22.7M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$19.1M

Top Sells

1
+$19.9M
2
+$18.8M
3
+$18.4M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$17.3M
5
BKNG icon
Booking.com
BKNG
+$17.1M

Sector Composition

1 Technology 18.39%
2 Healthcare 9.78%
3 Financials 8.67%
4 Consumer Discretionary 6.54%
5 Communication Services 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1B 4.56%
10,965,736
-54,560
2
$971M 4.43%
3,150,342
+192,740
3
$777M 3.55%
3,818,365
-23,936
4
$529M 2.41%
3,833,980
+15,220
5
$507M 2.31%
1,789,953
-36,191
6
$377M 1.72%
1,216,572
+8,211
7
$350M 1.6%
1,415,292
+20,443
8
$296M 1.35%
4,174,360
+21,480
9
$282M 1.29%
1,644,481
-22,947
10
$282M 1.29%
1,468,652
-22,786
11
$273M 1.25%
1,413,946
+21,165
12
$265M 1.21%
2,260,779
+64,311
13
$227M 1.03%
998,901
+14,835
14
$216M 0.99%
2,300,808
+20,250
15
$194M 0.89%
1,078,866
-54,788
16
$189M 0.86%
753,641
+10,851
17
$189M 0.86%
4,046,598
-42,202
18
$186M 0.85%
428,209
+15,119
19
$182M 0.83%
1,952,438
+122,924
20
$180M 0.82%
1,360,701
+3,180
21
$180M 0.82%
3,006,313
+71,618
22
$175M 0.8%
1,461,581
+57,495
23
$169M 0.77%
1,515,327
-27,453
24
$169M 0.77%
1,200,975
+75,854
25
$168M 0.77%
2,381,500
+51,160
1
2 3 4 5