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
326
$7.14M 0.03%
73,223
-27,190
327
$7.1M 0.03%
120,260
-30,868
328
$7.08M 0.03%
50,455
-1,416
329
$6.99M 0.03%
300,453
+8,817
330
$6.89M 0.03%
53,565
+4,226
331
$6.87M 0.03%
119,655
+25,250
332
$6.81M 0.03%
101,087
-560
333
$6.76M 0.03%
444,442
+138,078
334
$6.74M 0.03%
179,129
+1,825
335
$6.56M 0.03%
210,442
+1,867
336
$6.53M 0.03%
90,871
-12,588
337
$6.34M 0.03%
182,036
-570,556
338
$6.24M 0.03%
72,592
+26,093
339
$6.19M 0.03%
63,819
-36,375
340
$6.17M 0.03%
81,111
+6,738
341
$6.16M 0.03%
135,177
-20,027
342
$6.11M 0.03%
111,912
-1,293
343
$6.1M 0.03%
56,806
-2,267
344
$5.96M 0.03%
97,077
-7,762
345
$5.96M 0.03%
836,782
-727,763
346
$5.94M 0.03%
116,312
+1,145
347
$5.9M 0.03%
34,797
-1,090
348
$5.9M 0.03%
53,393
+27,091
349
$5.9M 0.03%
92,792
-8,487
350
$5.79M 0.03%
354,452
+323,044
12 13
14
15 16