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
901
$774K ﹤0.01%
67,081
+19,551
902
$774K ﹤0.01%
3,408
-352
903
$773K ﹤0.01%
19,865
+846
904
$769K ﹤0.01%
3,904
+1,793
905
$767K ﹤0.01%
3,044
-203
906
$767K ﹤0.01%
+92,284
907
$766K ﹤0.01%
53,566
908
$766K ﹤0.01%
13,932
+1,096
909
$764K ﹤0.01%
35,615
-64,215
910
$764K ﹤0.01%
10,850
-41
911
$762K ﹤0.01%
+12,170
912
$762K ﹤0.01%
60,845
-19,745
913
$757K ﹤0.01%
33,040
+5,870
914
$755K ﹤0.01%
166,190
-39,192
915
$755K ﹤0.01%
97,000
+42,500
916
$754K ﹤0.01%
16,159
-21,485
917
$754K ﹤0.01%
18,398
+6,944
918
$751K ﹤0.01%
16,367
+8,607
919
$746K ﹤0.01%
+45,198
920
$743K ﹤0.01%
11,667
+549
921
$740K ﹤0.01%
+4,335
922
$740K ﹤0.01%
31,421
+5,560
923
$739K ﹤0.01%
12,785
+4,172
924
$738K ﹤0.01%
7,703
+1,727
925
$738K ﹤0.01%
16,329
+3,865
35 36
37
38 39