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
651
$1.57M 0.01%
35,198
+1,703
652
$1.57M 0.01%
202,949
-94,847
653
$1.56M 0.01%
58,000
+18,996
654
$1.56M 0.01%
19,758
-5,060
655
$1.55M 0.01%
56,422
+12,919
656
$1.55M 0.01%
12,556
+2,611
657
$1.54M 0.01%
5,306
+282
658
$1.53M 0.01%
15,861
-254
659
$1.53M 0.01%
38,981
-19,069
660
$1.53M 0.01%
40,250
661
$1.53M 0.01%
8,530
-4,633
662
$1.52M 0.01%
88,272
+53,134
663
$1.52M 0.01%
68,261
-75
664
$1.52M 0.01%
14,304
-649
665
$1.52M 0.01%
45,800
-175,960
666
$1.51M 0.01%
23,681
-21,341
667
$1.51M 0.01%
13,271
-16,605
668
$1.51M 0.01%
31,214
-1,636
669
$1.5M 0.01%
108,880
+30,065
670
$1.5M 0.01%
41,390
-10
671
$1.49M 0.01%
128,923
+25,488
672
$1.49M 0.01%
21,706
-14,170
673
$1.49M 0.01%
65,875
-7,415
674
$1.49M 0.01%
39,349
+82
675
$1.48M 0.01%
13,900
+1,786
25 26
27
28 29