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
251
$13.3M 0.06%
126,468
+37,107
252
$13.2M 0.06%
283,875
+259,601
253
$13.1M 0.06%
49
-2
254
$12.5M 0.06%
167,155
-40,759
255
$12.5M 0.06%
111,514
+27,502
256
$12.4M 0.06%
37,818
+5,032
257
$12.3M 0.06%
91,818
-8,531
258
$12.3M 0.06%
313,143
-16,077
259
$12.3M 0.06%
526,643
+29,030
260
$12.3M 0.06%
187,433
-8,879
261
$12.2M 0.06%
64,909
+3,755
262
$12.1M 0.06%
99,896
+6,806
263
$11.9M 0.05%
32,298
-352
264
$11.8M 0.05%
224,971
-1,700
265
$11.7M 0.05%
206,333
-13,264
266
$11.5M 0.05%
487,648
+309,934
267
$11.2M 0.05%
338,803
+10,733
268
$11.1M 0.05%
204,709
+58,403
269
$11M 0.05%
353,492
+27,478
270
$11M 0.05%
91,861
-824
271
$11M 0.05%
293,272
-13,926
272
$10.9M 0.05%
143,064
-7,717
273
$10.8M 0.05%
57,464
-54,877
274
$10.7M 0.05%
212,945
-125,511
275
$10.7M 0.05%
240,704
-1,846
9 10
11
12 13