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
826
$955K ﹤0.01%
+35,498
827
$955K ﹤0.01%
13,019
+7,522
828
$954K ﹤0.01%
37,500
-18,600
829
$952K ﹤0.01%
17,216
-18,155
830
$951K ﹤0.01%
19,342
+2,901
831
$950K ﹤0.01%
+15,171
832
$946K ﹤0.01%
64,863
+718
833
$944K ﹤0.01%
33,010
+16,832
834
$941K ﹤0.01%
105,331
+65,932
835
$940K ﹤0.01%
24,480
-7,428
836
$939K ﹤0.01%
4,948
+742
837
$933K ﹤0.01%
34,305
+9,526
838
$928K ﹤0.01%
+24,579
839
$921K ﹤0.01%
25,536
+2,294
840
$917K ﹤0.01%
91,451
+17,759
841
$917K ﹤0.01%
60,247
+42,155
842
$917K ﹤0.01%
39,382
+16,874
843
$916K ﹤0.01%
40,138
+17,849
844
$912K ﹤0.01%
22,584
-2,586
845
$912K ﹤0.01%
24,274
+9,782
846
$911K ﹤0.01%
35,771
-2,301
847
$907K ﹤0.01%
+33,289
848
$906K ﹤0.01%
29,770
-11,041
849
$902K ﹤0.01%
7,347
-237
850
$901K ﹤0.01%
1,799
-338
32 33
34
35 36