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
576
$2.07M 0.01%
17,418
+4,444
577
$2.06M 0.01%
41,786
-12,166
578
$2.06M 0.01%
53,122
+4,169
579
$2.06M 0.01%
41,707
+1,922
580
$2.05M 0.01%
+63,059
581
$2.04M 0.01%
74,456
-22,365
582
$2.03M 0.01%
19,660
+9,510
583
$2.03M 0.01%
14,495
-520
584
$2.03M 0.01%
38,400
+5,207
585
$2.03M 0.01%
16,538
+7,622
586
$2.02M 0.01%
7,092
+374
587
$1.99M 0.01%
75,339
-25,976
588
$1.99M 0.01%
11,124
-977
589
$1.98M 0.01%
25,530
-12,303
590
$1.96M 0.01%
2,206
-1,659
591
$1.95M 0.01%
88,491
-2,817
592
$1.95M 0.01%
26,126
-9,086
593
$1.95M 0.01%
8,870
-12,717
594
$1.94M 0.01%
38,538
-17,590
595
$1.94M 0.01%
6,524
+3,176
596
$1.93M 0.01%
44,680
-45,010
597
$1.93M 0.01%
54,975
+38,755
598
$1.92M 0.01%
66,647
-28,455
599
$1.92M 0.01%
26,204
-3,258
600
$1.92M 0.01%
42,421
-883
22 23
24
25 26