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
276
$10.6M 0.05%
127,451
+29,417
277
$10.5M 0.05%
352,048
-4,860
278
$10.5M 0.05%
156,284
-4,708
279
$10.4M 0.05%
119,761
+34,259
280
$10.2M 0.05%
38,959
+4,312
281
$10.2M 0.05%
241,472
-2,968
282
$10.2M 0.05%
115,222
+15,412
283
$10.2M 0.05%
72,894
+5,108
284
$10.1M 0.05%
673,705
-48,965
285
$10M 0.05%
171,028
+1,702
286
$10M 0.05%
50,418
+5,984
287
$9.89M 0.05%
134,121
-23,035
288
$9.85M 0.04%
100,915
-991
289
$9.79M 0.04%
178,335
+18,649
290
$9.77M 0.04%
76,508
-2,781
291
$9.65M 0.04%
118,915
-1,990
292
$9.6M 0.04%
380,243
-100,122
293
$9.6M 0.04%
26,637
-22,202
294
$9.57M 0.04%
49,855
+81
295
$9.57M 0.04%
73,802
-674
296
$9.55M 0.04%
187,874
+60,654
297
$9.35M 0.04%
216,204
+32,051
298
$9.25M 0.04%
62,071
-21,008
299
$9.19M 0.04%
179,985
-4,725
300
$9.08M 0.04%
83,896
-25,836
10 11
12
13 14