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
301
$9.03M 0.04%
91,774
+5,877
302
$9.02M 0.04%
200,694
+189,963
303
$8.99M 0.04%
+158,085
304
$8.79M 0.04%
+221,411
305
$8.76M 0.04%
240,201
+18,164
306
$8.63M 0.04%
306,160
-17,037
307
$8.61M 0.04%
130,310
-47,484
308
$8.52M 0.04%
44,386
-991
309
$8.5M 0.04%
689,473
+244,806
310
$8.41M 0.04%
98,163
+7,971
311
$8.39M 0.04%
28,315
-2,679
312
$8.33M 0.04%
204,301
-10,345
313
$8.12M 0.04%
54,307
-25,121
314
$8.1M 0.04%
60,393
-51,480
315
$7.98M 0.04%
142,048
-9,734
316
$7.87M 0.04%
207,906
-115,510
317
$7.76M 0.04%
184,604
-4,314
318
$7.71M 0.04%
51,395
-37,135
319
$7.66M 0.04%
7,774
-188
320
$7.66M 0.03%
211,938
-44,863
321
$7.64M 0.03%
62,281
+3,436
322
$7.55M 0.03%
611,286
-73,836
323
$7.52M 0.03%
152,979
-140,025
324
$7.19M 0.03%
289,022
-543,041
325
$7.16M 0.03%
210,261
-16,401
11 12
13
14 15