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
801
$1.03M ﹤0.01%
30,759
+10,273
802
$1.03M ﹤0.01%
99,647
+82,436
803
$1.02M ﹤0.01%
93,850
+62,941
804
$1.02M ﹤0.01%
25,966
+2,276
805
$1.02M ﹤0.01%
89,152
+60,433
806
$1.02M ﹤0.01%
26,643
-7,036
807
$1.02M ﹤0.01%
43,495
-5,502
808
$1.01M ﹤0.01%
32,918
-26,540
809
$1.01M ﹤0.01%
28,575
+15,390
810
$1.01M ﹤0.01%
8,620
+2,623
811
$1.01M ﹤0.01%
50,323
-556
812
$1M ﹤0.01%
27,663
+1,345
813
$1M ﹤0.01%
7,232
+97
814
$1M ﹤0.01%
18,262
-65
815
$999K ﹤0.01%
25,875
+150
816
$998K ﹤0.01%
6,532
-1,077
817
$986K ﹤0.01%
35,074
+4,307
818
$981K ﹤0.01%
109,864
+668
819
$978K ﹤0.01%
47,924
+32,210
820
$967K ﹤0.01%
34,372
-11,083
821
$966K ﹤0.01%
18,668
-21,468
822
$966K ﹤0.01%
14,397
-52,701
823
$960K ﹤0.01%
12,666
-2,403
824
$960K ﹤0.01%
4,943
+540
825
$958K ﹤0.01%
18,217
+8,267
31 32
33
34 35