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
376
$4.73M 0.02%
182,632
-19,256
377
$4.73M 0.02%
104,056
-2,692
378
$4.72M 0.02%
59,871
-2,830
379
$4.71M 0.02%
51,091
-17,442
380
$4.71M 0.02%
316,674
+17,946
381
$4.64M 0.02%
179,249
+11,716
382
$4.61M 0.02%
122,777
-24,889
383
$4.58M 0.02%
30,597
+1,944
384
$4.54M 0.02%
89,074
-3,333
385
$4.54M 0.02%
262,878
+24,963
386
$4.53M 0.02%
17,858
-8,464
387
$4.53M 0.02%
21,903
-2,760
388
$4.5M 0.02%
25,715
-59
389
$4.46M 0.02%
78,056
-7,600
390
$4.44M 0.02%
222,853
-26,332
391
$4.43M 0.02%
143,570
+39,650
392
$4.43M 0.02%
14,403
-735
393
$4.34M 0.02%
64,348
-6,520
394
$4.34M 0.02%
50,240
-19,659
395
$4.33M 0.02%
49,871
-3,489
396
$4.28M 0.02%
68,524
+6,876
397
$4.26M 0.02%
42,728
-4,827
398
$4.24M 0.02%
25,140
+5,702
399
$4.16M 0.02%
199,213
+1,983
400
$4.14M 0.02%
33,478
-20,948
14 15
16
17 18