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
76
$77.6M 0.35%
1,280,445
-92,301
77
$75.9M 0.35%
381,675
+67,528
78
$74.7M 0.34%
1,569,890
-105,231
79
$72.6M 0.33%
219,866
+4,171
80
$69.9M 0.32%
1,189,094
+100,219
81
$69.2M 0.32%
374,977
+28,858
82
$69M 0.32%
418,259
-5,692
83
$68.8M 0.31%
658,347
-41,870
84
$68.7M 0.31%
718,140
+10,042
85
$67.8M 0.31%
327,559
+91,620
86
$67M 0.31%
579,989
+51,540
87
$66.7M 0.3%
928,268
+85,464
88
$65.9M 0.3%
1,474,181
+73,467
89
$65.3M 0.3%
459,356
+4,595
90
$65.1M 0.3%
1,002,460
+17,560
91
$64.1M 0.29%
1,130,921
+28,060
92
$61.9M 0.28%
353,993
+12,166
93
$60.9M 0.28%
611,955
-31,422
94
$60.1M 0.27%
1,689,510
-31,490
95
$59.9M 0.27%
459,148
-13,491
96
$57.8M 0.26%
1,447,776
+125,871
97
$57.6M 0.26%
1,439,939
-382,014
98
$57.4M 0.26%
339,594
+15,661
99
$57.3M 0.26%
709,602
-60,981
100
$54.9M 0.25%
169,225
-12,138
2 3
4
5 6