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
776
$1.09M 0.01%
5,874
+3,579
777
$1.08M ﹤0.01%
31,657
+1,358
778
$1.08M ﹤0.01%
7,008
-1,456
779
$1.08M ﹤0.01%
9,299
-225
780
$1.07M ﹤0.01%
6,982
+524
781
$1.07M ﹤0.01%
17,963
+2,541
782
$1.07M ﹤0.01%
25,978
+11,528
783
$1.07M ﹤0.01%
27,640
+7,577
784
$1.06M ﹤0.01%
29,332
+5,307
785
$1.06M ﹤0.01%
9,282
+6,324
786
$1.06M ﹤0.01%
7,099
+3,943
787
$1.06M ﹤0.01%
25,938
+13,590
788
$1.06M ﹤0.01%
12,188
+3,673
789
$1.06M ﹤0.01%
2,169
-1,582
790
$1.05M ﹤0.01%
66,143
+3,250
791
$1.05M ﹤0.01%
9,646
+679
792
$1.05M ﹤0.01%
+38,375
793
$1.05M ﹤0.01%
20,373
-4,423
794
$1.05M ﹤0.01%
27,443
795
$1.04M ﹤0.01%
49,781
-16,921
796
$1.04M ﹤0.01%
14,969
-3,803
797
$1.04M ﹤0.01%
35,445
-21,304
798
$1.03M ﹤0.01%
2,238
-1,405
799
$1.03M ﹤0.01%
41,540
+27,725
800
$1.03M ﹤0.01%
18,704
+1,972
30 31
32
33 34