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
851
$901K ﹤0.01%
7,387
+456
852
$899K ﹤0.01%
8,031
+512
853
$896K ﹤0.01%
84,921
+25,819
854
$892K ﹤0.01%
24,720
+1,519
855
$887K ﹤0.01%
22,272
-3,555
856
$886K ﹤0.01%
10,187
+4,245
857
$885K ﹤0.01%
7,766
+77
858
$883K ﹤0.01%
20,909
+3,185
859
$881K ﹤0.01%
75,580
+4,906
860
$880K ﹤0.01%
10,071
+7,440
861
$879K ﹤0.01%
42,580
-19,819
862
$879K ﹤0.01%
12,628
+3,078
863
$877K ﹤0.01%
25,360
-990
864
$876K ﹤0.01%
42,135
+77
865
$875K ﹤0.01%
43,929
866
$870K ﹤0.01%
20,738
+3,517
867
$866K ﹤0.01%
8,333
+653
868
$866K ﹤0.01%
31,510
+7,889
869
$863K ﹤0.01%
55,696
-7,937
870
$862K ﹤0.01%
171,853
+28,225
871
$858K ﹤0.01%
79,000
-69,101
872
$857K ﹤0.01%
+54,051
873
$852K ﹤0.01%
140,069
-45,587
874
$852K ﹤0.01%
9,411
+596
875
$849K ﹤0.01%
26,504
-3,996
33 34
35
36 37