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
951
$682K ﹤0.01%
+27,108
952
$682K ﹤0.01%
9,655
+5,906
953
$681K ﹤0.01%
+10,200
954
$680K ﹤0.01%
69,843
+5,317
955
$679K ﹤0.01%
11,559
+4,030
956
$679K ﹤0.01%
+97,048
957
$676K ﹤0.01%
22,946
-2,720
958
$676K ﹤0.01%
40,425
-1,721
959
$673K ﹤0.01%
40,317
+1,266
960
$673K ﹤0.01%
17,447
+7,282
961
$672K ﹤0.01%
16,480
+9,844
962
$668K ﹤0.01%
11,982
-203
963
$666K ﹤0.01%
14,726
+8,898
964
$666K ﹤0.01%
+4,502
965
$666K ﹤0.01%
+22,335
966
$666K ﹤0.01%
112,233
+67,681
967
$663K ﹤0.01%
13,411
+6,969
968
$657K ﹤0.01%
15,860
-3,211
969
$655K ﹤0.01%
58,605
970
$651K ﹤0.01%
11,349
+309
971
$651K ﹤0.01%
+11,342
972
$647K ﹤0.01%
11,196
+5,343
973
$647K ﹤0.01%
7,995
-40
974
$647K ﹤0.01%
4,276
+419
975
$645K ﹤0.01%
11,413
+1,928
37 38
39
40 41