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
476
$3.09M 0.01%
122,051
-54,596
477
$3.08M 0.01%
24,429
-11,844
478
$3.07M 0.01%
86,605
-50
479
$3.07M 0.01%
30,784
+4,480
480
$3.04M 0.01%
64,810
-1,190
481
$3.02M 0.01%
53,095
+3,070
482
$3.02M 0.01%
35,584
-24,666
483
$2.98M 0.01%
149,590
-2,120
484
$2.96M 0.01%
52,178
+6,601
485
$2.93M 0.01%
15,607
-65
486
$2.91M 0.01%
12,717
+2,103
487
$2.9M 0.01%
69,301
+1,376
488
$2.9M 0.01%
108,369
-50,374
489
$2.89M 0.01%
109,494
+388
490
$2.88M 0.01%
170,814
-164,326
491
$2.87M 0.01%
32,762
-5,458
492
$2.87M 0.01%
54,236
+10,231
493
$2.83M 0.01%
49,177
-8,156
494
$2.83M 0.01%
20,378
+419
495
$2.83M 0.01%
16,579
+1,911
496
$2.8M 0.01%
83,946
-46,679
497
$2.8M 0.01%
13,758
-1,178
498
$2.79M 0.01%
94,816
-3,976
499
$2.79M 0.01%
20,121
-638
500
$2.78M 0.01%
31,015
-20,013
18 19
20
21 22