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
26
$168M 0.77%
1,490,423
-153,897
27
$163M 0.75%
1,830,289
+152,124
28
$163M 0.74%
1,139,360
+27,513
29
$149M 0.68%
854,965
+65,357
30
$148M 0.67%
688,324
-27,656
31
$147M 0.67%
3,721,933
+483,455
32
$145M 0.66%
490,157
+19,409
33
$137M 0.63%
453,239
+1,970
34
$132M 0.6%
4,171,670
+387,010
35
$130M 0.59%
356,122
+15,791
36
$128M 0.59%
1,927,692
+83,868
37
$128M 0.58%
3,292,659
-219,226
38
$126M 0.58%
534,457
+12,300
39
$126M 0.57%
4,053,164
+112,539
40
$122M 0.56%
775,983
+10,018
41
$121M 0.55%
12,761,360
+388,240
42
$120M 0.55%
1,225,231
+157,996
43
$120M 0.55%
671,938
+17,365
44
$119M 0.54%
2,153,082
+282,026
45
$118M 0.54%
1,601,113
+121,098
46
$114M 0.52%
384,071
+35,168
47
$113M 0.52%
438,017
+18,123
48
$113M 0.51%
1,849,940
-103,985
49
$110M 0.5%
304,035
+11,516
50
$109M 0.5%
2,095,484
+100,264
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