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
426
$3.71M 0.02%
41,479
+3,173
427
$3.7M 0.02%
39,752
+7,232
428
$3.69M 0.02%
65,522
+35,128
429
$3.66M 0.02%
141,513
+35,368
430
$3.65M 0.02%
51,323
+4,967
431
$3.64M 0.02%
73,816
-9,312
432
$3.63M 0.02%
40,811
+11,179
433
$3.63M 0.02%
+18,845
434
$3.63M 0.02%
57,995
-3,748
435
$3.61M 0.02%
41,231
-2,696
436
$3.6M 0.02%
293,940
+750
437
$3.6M 0.02%
15,340
+1,884
438
$3.59M 0.02%
71,966
+4,913
439
$3.58M 0.02%
147,215
-14,744
440
$3.57M 0.02%
83,883
+26,686
441
$3.57M 0.02%
68,826
+1,232
442
$3.56M 0.02%
54,652
-36,361
443
$3.56M 0.02%
60,581
-10,576
444
$3.54M 0.02%
268,449
-157,015
445
$3.54M 0.02%
44,408
+2,547
446
$3.53M 0.02%
192,864
-119,057
447
$3.51M 0.02%
42,105
+6,099
448
$3.5M 0.02%
38,964
-4,476
449
$3.49M 0.02%
32,946
+27
450
$3.49M 0.02%
46,887
+4,471
16 17
18
19 20