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
401
$4.13M 0.02%
52,187
+10,951
402
$4.12M 0.02%
26,847
-1,385
403
$4.12M 0.02%
59,231
+7,581
404
$4.11M 0.02%
66,596
+3,729
405
$4.1M 0.02%
73,969
-20,749
406
$4.09M 0.02%
146,760
-58,943
407
$4.07M 0.02%
80,403
-65,531
408
$4.07M 0.02%
164,937
-60,947
409
$4.06M 0.02%
20,864
+2,366
410
$4.04M 0.02%
77,041
-57,078
411
$4.04M 0.02%
33,422
+240
412
$3.98M 0.02%
191,292
-79,568
413
$3.96M 0.02%
121,600
-221,859
414
$3.94M 0.02%
33,295
-9,852
415
$3.93M 0.02%
146,830
-4,834
416
$3.88M 0.02%
72,862
+1,559
417
$3.87M 0.02%
24,647
-1,360
418
$3.85M 0.02%
41,184
+6,091
419
$3.84M 0.02%
96,498
-2,049
420
$3.83M 0.02%
25,637
-494
421
$3.83M 0.02%
25,237
-19,937
422
$3.8M 0.02%
14,192
-21
423
$3.74M 0.02%
109,626
+11,573
424
$3.73M 0.02%
123,482
+59,420
425
$3.72M 0.02%
86,210
-133,085
15 16
17
18 19