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
751
$1.19M 0.01%
63,009
+37,898
752
$1.18M 0.01%
22,648
+168
753
$1.18M 0.01%
33,253
-1,922
754
$1.18M 0.01%
17,323
-833
755
$1.17M 0.01%
4,658
-4,175
756
$1.17M 0.01%
2,587
+225
757
$1.17M 0.01%
117,316
+74,584
758
$1.17M 0.01%
10,379
-1,750
759
$1.16M 0.01%
31,224
-26,829
760
$1.16M 0.01%
1,258
+98
761
$1.16M 0.01%
102,597
-41,235
762
$1.16M 0.01%
+37,805
763
$1.15M 0.01%
66,523
+29,822
764
$1.15M 0.01%
19,432
+620
765
$1.15M 0.01%
101,308
-18,930
766
$1.15M 0.01%
14,765
+67
767
$1.12M 0.01%
92,216
-8,400
768
$1.12M 0.01%
58,086
-11,867
769
$1.11M 0.01%
4,966
-95
770
$1.11M 0.01%
6,173
+2,106
771
$1.11M 0.01%
15,575
+6,792
772
$1.11M 0.01%
14,486
+10,150
773
$1.1M 0.01%
12,482
-10,468
774
$1.1M 0.01%
9,954
+3,742
775
$1.1M 0.01%
3,166
-40
29 30
31
32 33