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
526
$2.46M 0.01%
103,281
-4,286
527
$2.44M 0.01%
85,100
528
$2.44M 0.01%
6,095
-4,339
529
$2.44M 0.01%
79,095
+515
530
$2.44M 0.01%
76,601
+36,406
531
$2.42M 0.01%
62,847
+6,057
532
$2.42M 0.01%
24,909
-1,575
533
$2.41M 0.01%
30,954
-19,926
534
$2.41M 0.01%
23,935
+2,840
535
$2.4M 0.01%
25,892
-12,056
536
$2.4M 0.01%
278,789
-35,677
537
$2.39M 0.01%
25,898
-2,318
538
$2.37M 0.01%
49,113
+25,980
539
$2.35M 0.01%
43,050
-1,022
540
$2.35M 0.01%
52,871
+28,860
541
$2.34M 0.01%
15,832
-29,689
542
$2.34M 0.01%
14,300
+1,047
543
$2.34M 0.01%
18,047
-13,893
544
$2.33M 0.01%
49,661
-4,316
545
$2.33M 0.01%
11,654
-955
546
$2.3M 0.01%
139,896
+85,803
547
$2.29M 0.01%
12,475
-19,576
548
$2.28M 0.01%
7,817
+1,554
549
$2.26M 0.01%
46,670
+3
550
$2.25M 0.01%
40,256
-1,807
20 21
22
23 24