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
876
$846K ﹤0.01%
27,714
-1,892
877
$839K ﹤0.01%
13,772
+1,740
878
$838K ﹤0.01%
5,904
-71
879
$835K ﹤0.01%
+6,755
880
$833K ﹤0.01%
19,167
+299
881
$830K ﹤0.01%
+13,298
882
$830K ﹤0.01%
23,243
+14,682
883
$829K ﹤0.01%
8,637
-1,370
884
$828K ﹤0.01%
8,840
+657
885
$826K ﹤0.01%
24,668
+2,942
886
$825K ﹤0.01%
11,046
+5,114
887
$824K ﹤0.01%
10,155
+2,132
888
$820K ﹤0.01%
27,089
-34,194
889
$815K ﹤0.01%
15,911
-15,600
890
$807K ﹤0.01%
23,539
-1,089
891
$802K ﹤0.01%
1,779
-41
892
$802K ﹤0.01%
16,534
-1,863
893
$800K ﹤0.01%
+30,503
894
$797K ﹤0.01%
11,417
+114
895
$795K ﹤0.01%
+71,007
896
$793K ﹤0.01%
11,072
+4,266
897
$778K ﹤0.01%
6,275
-1,021
898
$778K ﹤0.01%
14,832
+5,801
899
$776K ﹤0.01%
32,369
-2,954
900
$776K ﹤0.01%
44,294
+7,748
34 35
36
37 38