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
626
$1.71M 0.01%
23,527
+2,660
627
$1.71M 0.01%
139,302
+68,523
628
$1.7M 0.01%
30,989
-6,267
629
$1.7M 0.01%
61,616
+35,260
630
$1.7M 0.01%
25,262
+10,374
631
$1.7M 0.01%
38,448
+26,376
632
$1.69M 0.01%
38,083
+12,153
633
$1.68M 0.01%
28,125
+1,207
634
$1.68M 0.01%
275,000
+231,839
635
$1.68M 0.01%
16,544
+4,076
636
$1.66M 0.01%
13,780
-1,739
637
$1.65M 0.01%
152,663
-45,620
638
$1.64M 0.01%
15,788
+1,792
639
$1.64M 0.01%
129,678
+76,840
640
$1.64M 0.01%
17,937
+1,002
641
$1.63M 0.01%
119,872
+4,248
642
$1.63M 0.01%
49,257
-8,921
643
$1.63M 0.01%
27,214
-15,904
644
$1.63M 0.01%
18,660
+1,109
645
$1.63M 0.01%
42,156
+2,876
646
$1.62M 0.01%
15,702
-14,111
647
$1.62M 0.01%
15,331
+2,287
648
$1.62M 0.01%
13,252
-3,601
649
$1.59M 0.01%
3,939
+2,295
650
$1.58M 0.01%
20,999
-2,005
24 25
26
27 28