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
551
$2.24M 0.01%
49,800
-12,172
552
$2.23M 0.01%
8,952
+5,531
553
$2.22M 0.01%
26,065
-2,030
554
$2.22M 0.01%
19,127
-2,563
555
$2.2M 0.01%
72,578
-11,500
556
$2.2M 0.01%
18,347
-3,232
557
$2.2M 0.01%
11,763
+981
558
$2.19M 0.01%
36,560
+6,228
559
$2.19M 0.01%
169,802
+54,969
560
$2.19M 0.01%
12,868
+105
561
$2.17M 0.01%
33,935
-59,461
562
$2.17M 0.01%
30,490
+10
563
$2.16M 0.01%
8,378
+865
564
$2.16M 0.01%
26,002
+4,037
565
$2.16M 0.01%
80,451
+37,014
566
$2.15M 0.01%
35,810
+6,912
567
$2.14M 0.01%
65,534
-51,867
568
$2.13M 0.01%
101,783
-575,645
569
$2.12M 0.01%
91,573
+29,106
570
$2.12M 0.01%
82,934
-3,873
571
$2.09M 0.01%
63,888
-31,290
572
$2.09M 0.01%
40,012
-24,063
573
$2.09M 0.01%
408,633
+3,900
574
$2.08M 0.01%
15,553
+4,482
575
$2.08M 0.01%
7,637
+346
21 22
23
24 25