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
351
$5.63M 0.03%
321,003
+245,010
352
$5.61M 0.03%
137,540
-11,590
353
$5.61M 0.03%
171,218
+5,002
354
$5.6M 0.03%
3,518
-10,731
355
$5.59M 0.03%
120,486
-14,810
356
$5.57M 0.03%
257,330
-94,110
357
$5.57M 0.03%
61,661
+6,494
358
$5.52M 0.03%
32,547
-1,030
359
$5.5M 0.03%
88,743
-694
360
$5.5M 0.03%
218,768
-12,223
361
$5.37M 0.02%
371,771
+49,867
362
$5.32M 0.02%
49,571
-4,451
363
$5.22M 0.02%
78,516
-890
364
$5.12M 0.02%
93,299
+5,561
365
$5.11M 0.02%
96,218
-8,879
366
$5.1M 0.02%
36,422
+2,277
367
$5.1M 0.02%
207,004
-9,556
368
$5.07M 0.02%
23,788
-18,879
369
$5.05M 0.02%
130,687
-39,134
370
$4.94M 0.02%
6,136
-50
371
$4.93M 0.02%
32,119
+2,572
372
$4.91M 0.02%
229,176
-2,828
373
$4.91M 0.02%
266,776
+56,272
374
$4.87M 0.02%
127,813
+1,565
375
$4.78M 0.02%
55,514
-746
13 14
15
16 17