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
51
$108M 0.49%
1,463,343
+308,983
52
$107M 0.49%
3,881,347
+2,200,919
53
$106M 0.48%
731,815
+1,047
54
$106M 0.48%
1,345,000
-170,044
55
$105M 0.48%
4,436,827
+749,271
56
$103M 0.47%
1,124,468
+44,928
57
$103M 0.47%
1,710,048
+29,560
58
$102M 0.47%
852,732
-15,549
59
$99.4M 0.45%
594,152
+57,963
60
$98.6M 0.45%
526,092
+72,077
61
$96.7M 0.44%
1,054,637
+69,507
62
$95.3M 0.43%
2,131,014
+154,440
63
$90.8M 0.41%
925,712
+3,352
64
$90.8M 0.41%
671,706
-22,632
65
$89.9M 0.41%
1,458,360
-174,665
66
$89.5M 0.41%
3,921,507
+470,095
67
$88.2M 0.4%
966,742
+194,613
68
$85.8M 0.39%
424,427
+44,176
69
$84.3M 0.38%
2,163,030
-356,423
70
$84M 0.38%
920,793
+11,855
71
$82.3M 0.38%
525,753
+11,432
72
$80.7M 0.37%
1,167,738
+118,635
73
$80.6M 0.37%
636,650
-31,475
74
$78.2M 0.36%
411,828
+5,547
75
$77.7M 0.35%
200,038
+31,709
1 2
3
4 5