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
601
$1.9M 0.01%
67,592
-36,050
602
$1.89M 0.01%
35,832
-26,389
603
$1.88M 0.01%
136,813
+20,366
604
$1.86M 0.01%
51,553
-27,282
605
$1.85M 0.01%
31,678
+7,384
606
$1.85M 0.01%
24,640
-8,341
607
$1.84M 0.01%
37,662
+20,346
608
$1.84M 0.01%
+45,142
609
$1.83M 0.01%
41,821
610
$1.83M 0.01%
48,378
+15,876
611
$1.82M 0.01%
23,384
-31
612
$1.82M 0.01%
36,246
-10,908
613
$1.81M 0.01%
86,150
+49,100
614
$1.81M 0.01%
13,731
+5,455
615
$1.81M 0.01%
103,432
+40,567
616
$1.78M 0.01%
51,430
-34,103
617
$1.78M 0.01%
66,348
-7,204
618
$1.77M 0.01%
42,215
-982
619
$1.76M 0.01%
19,548
+4,118
620
$1.76M 0.01%
59,196
+416
621
$1.76M 0.01%
294,335
+3,564
622
$1.73M 0.01%
12,831
+794
623
$1.72M 0.01%
53,978
-1,811
624
$1.72M 0.01%
12,267
+7,653
625
$1.71M 0.01%
32,778
+10,074
23 24
25
26 27