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
701
$1.35M 0.01%
11,961
+5,334
702
$1.35M 0.01%
48,465
+14,665
703
$1.33M 0.01%
12,192
-7,090
704
$1.33M 0.01%
57,011
-4,057
705
$1.33M 0.01%
54,290
+21,902
706
$1.32M 0.01%
39,092
-21,009
707
$1.32M 0.01%
20,935
+424
708
$1.32M 0.01%
48,404
-28,564
709
$1.32M 0.01%
21,104
+856
710
$1.31M 0.01%
19,647
+9,992
711
$1.31M 0.01%
19,812
+1,607
712
$1.31M 0.01%
17,645
+4,711
713
$1.3M 0.01%
28,009
+4,338
714
$1.3M 0.01%
7,162
+3,080
715
$1.3M 0.01%
46,013
-9,894
716
$1.3M 0.01%
14,874
-1,510
717
$1.29M 0.01%
16,606
+726
718
$1.29M 0.01%
57,015
-55,812
719
$1.29M 0.01%
26,756
-2,752
720
$1.28M 0.01%
11,231
+2,058
721
$1.28M 0.01%
27,037
-19,442
722
$1.28M 0.01%
10,458
+1,623
723
$1.28M 0.01%
2,509
+155
724
$1.28M 0.01%
3,516
-132
725
$1.28M 0.01%
278,221
27 28
29
30 31