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
726
$1.27M 0.01%
25,199
-16,709
727
$1.26M 0.01%
31,110
-17,030
728
$1.26M 0.01%
12,426
-4,116
729
$1.26M 0.01%
+25,044
730
$1.26M 0.01%
23,926
-1,187
731
$1.26M 0.01%
9,380
+628
732
$1.25M 0.01%
39,304
+27,533
733
$1.24M 0.01%
7,867
+76
734
$1.24M 0.01%
6,732
-106
735
$1.24M 0.01%
10,871
-3,154
736
$1.23M 0.01%
61,327
+21,381
737
$1.23M 0.01%
55,305
-19,276
738
$1.22M 0.01%
96,400
+45,432
739
$1.22M 0.01%
12,105
-9,428
740
$1.21M 0.01%
9,641
+159
741
$1.21M 0.01%
128,194
-141
742
$1.21M 0.01%
21,677
+493
743
$1.2M 0.01%
69,052
-15,211
744
$1.2M 0.01%
22,152
+3,415
745
$1.2M 0.01%
45,660
+15,417
746
$1.2M 0.01%
12,237
-4,709
747
$1.19M 0.01%
26,025
+6,730
748
$1.19M 0.01%
24,860
+2,392
749
$1.19M 0.01%
44,381
+28,029
750
$1.19M 0.01%
37,561
-8,556
28 29
30
31 32