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
926
$736K ﹤0.01%
+63,305
927
$732K ﹤0.01%
25,132
+15,296
928
$726K ﹤0.01%
15,594
+216
929
$721K ﹤0.01%
13,923
+19
930
$719K ﹤0.01%
13,058
-7,736
931
$718K ﹤0.01%
27,725
-2,325
932
$712K ﹤0.01%
15,995
+4,357
933
$711K ﹤0.01%
20,000
-2,685
934
$711K ﹤0.01%
16,139
+3,327
935
$710K ﹤0.01%
2,282
+1,352
936
$708K ﹤0.01%
7,645
-366
937
$705K ﹤0.01%
15,026
+966
938
$705K ﹤0.01%
44,599
+5,000
939
$704K ﹤0.01%
10,957
+351
940
$697K ﹤0.01%
63,243
+49,868
941
$696K ﹤0.01%
35,960
+103
942
$695K ﹤0.01%
27,002
-23,513
943
$693K ﹤0.01%
11,812
-190
944
$693K ﹤0.01%
19,827
+1,744
945
$692K ﹤0.01%
36,333
+19,396
946
$690K ﹤0.01%
9,315
947
$690K ﹤0.01%
23,186
+13,872
948
$688K ﹤0.01%
14,339
+17
949
$687K ﹤0.01%
11,338
-2,666
950
$683K ﹤0.01%
6,089
+1,593
36 37
38
39 40