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
501
$2.78M 0.01%
41,591
+673
502
$2.77M 0.01%
158,095
503
$2.76M 0.01%
41,516
-21,748
504
$2.76M 0.01%
48,989
+9,648
505
$2.74M 0.01%
12,122
+3,097
506
$2.72M 0.01%
46,208
+898
507
$2.72M 0.01%
98,482
-1,782
508
$2.7M 0.01%
36,752
+17,552
509
$2.69M 0.01%
78,631
+52,924
510
$2.66M 0.01%
32,375
-7,042
511
$2.65M 0.01%
32,431
-8,231
512
$2.64M 0.01%
110,124
+15,024
513
$2.64M 0.01%
10,296
-263
514
$2.63M 0.01%
44,609
-5,557
515
$2.6M 0.01%
+25,925
516
$2.58M 0.01%
18,089
+1,765
517
$2.57M 0.01%
69,929
-36,554
518
$2.56M 0.01%
142,835
+23,862
519
$2.55M 0.01%
69,852
-18,156
520
$2.54M 0.01%
9,246
+3,339
521
$2.53M 0.01%
6,030
+2,922
522
$2.52M 0.01%
25,489
+7,607
523
$2.52M 0.01%
42,808
-16,503
524
$2.49M 0.01%
+74,964
525
$2.48M 0.01%
66,239
-18,427
19 20
21
22 23