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
$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
226
$14.9M 0.07%
534,032
+43,896
227
$14.7M 0.07%
121,118
+4,179
228
$14.7M 0.07%
441,075
+346,784
229
$14.5M 0.07%
82,397
+2,471
230
$14.4M 0.07%
200,625
+23,280
231
$14.4M 0.07%
497,089
+482,688
232
$14.4M 0.07%
209,023
+10,374
233
$14.3M 0.07%
470,345
-71,733
234
$14.3M 0.07%
42,850
+4,476
235
$14.3M 0.07%
179,944
-23,827
236
$14.2M 0.07%
73,959
+3,275
237
$14.2M 0.06%
51,679
+757
238
$14.1M 0.06%
123,990
-48,498
239
$14.1M 0.06%
153,974
-45,810
240
$14.1M 0.06%
180,438
-13,522
241
$13.9M 0.06%
278,475
-50,681
242
$13.8M 0.06%
102,016
+4,027
243
$13.8M 0.06%
63,895
+9,567
244
$13.8M 0.06%
537,362
-114,270
245
$13.7M 0.06%
44,375
-8,415
246
$13.7M 0.06%
95,976
+4,359
247
$13.4M 0.06%
250,788
+7,780
248
$13.4M 0.06%
489,015
-62,522
249
$13.3M 0.06%
483,084
+48,012
250
$13.3M 0.06%
166,233
-12,499
8 9
10
11 12