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
676
$1.48M 0.01%
54,852
-3,288
677
$1.47M 0.01%
17,892
-410
678
$1.47M 0.01%
33,820
-1,123
679
$1.47M 0.01%
35,907
+14,951
680
$1.46M 0.01%
+54,226
681
$1.46M 0.01%
67,568
-18,759
682
$1.46M 0.01%
27,664
+17,881
683
$1.44M 0.01%
21,773
+4,865
684
$1.44M 0.01%
5,207
+194
685
$1.44M 0.01%
23,283
+1,810
686
$1.43M 0.01%
39,051
+4,803
687
$1.41M 0.01%
105,868
+76,118
688
$1.4M 0.01%
21,347
-2,604
689
$1.4M 0.01%
19,200
690
$1.4M 0.01%
53,423
-7,046
691
$1.4M 0.01%
49,318
+348
692
$1.39M 0.01%
26,403
+10,339
693
$1.39M 0.01%
39,986
+678
694
$1.38M 0.01%
+28,941
695
$1.37M 0.01%
81,392
+7,182
696
$1.37M 0.01%
67,838
+16,402
697
$1.37M 0.01%
154,906
+82,237
698
$1.37M 0.01%
11,882
+378
699
$1.36M 0.01%
6,880
+63
700
$1.36M 0.01%
23,395
+14,523
26 27
28
29 30