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
451
$3.44M 0.02%
66,479
+21,251
452
$3.4M 0.02%
306,186
-3,976
453
$3.4M 0.02%
23,957
+5,875
454
$3.38M 0.02%
155,337
+24,576
455
$3.38M 0.02%
87,852
-6,015
456
$3.36M 0.02%
64,648
-2,503
457
$3.33M 0.02%
18,487
-459
458
$3.33M 0.02%
7,534
+5,624
459
$3.33M 0.02%
25,612
-103
460
$3.29M 0.02%
65,591
+30,795
461
$3.28M 0.02%
62,017
+16,336
462
$3.27M 0.01%
74,001
+16,278
463
$3.26M 0.01%
50,226
+9,530
464
$3.26M 0.01%
38,929
-124
465
$3.25M 0.01%
73,368
-8,367
466
$3.25M 0.01%
119,911
+14,669
467
$3.24M 0.01%
77,394
+27,846
468
$3.18M 0.01%
55,457
-28,774
469
$3.17M 0.01%
64,776
+20,700
470
$3.15M 0.01%
293,009
-134,970
471
$3.15M 0.01%
16,521
+3,315
472
$3.14M 0.01%
29,330
+6,004
473
$3.13M 0.01%
+88,028
474
$3.11M 0.01%
52,896
+403
475
$3.1M 0.01%
143,869
+128,559
17 18
19
20 21