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
976
$644K ﹤0.01%
29,167
-1,786
977
$644K ﹤0.01%
+11,025
978
$644K ﹤0.01%
23,440
-25
979
$643K ﹤0.01%
8,328
+961
980
$642K ﹤0.01%
22,797
-6,404
981
$642K ﹤0.01%
20,984
-21,699
982
$638K ﹤0.01%
15,714
+2,978
983
$636K ﹤0.01%
16,015
-9,043
984
$634K ﹤0.01%
49,415
+13,911
985
$626K ﹤0.01%
16,728
-1,448
986
$626K ﹤0.01%
7,073
+1,768
987
$625K ﹤0.01%
5,955
-5
988
$624K ﹤0.01%
15,634
+2,111
989
$624K ﹤0.01%
2,790
+651
990
$623K ﹤0.01%
+24,798
991
$622K ﹤0.01%
24,566
-1,355
992
$618K ﹤0.01%
19,530
-1,061
993
$617K ﹤0.01%
27,816
-2,985
994
$617K ﹤0.01%
3,163
+164
995
$616K ﹤0.01%
44,193
+13,760
996
$615K ﹤0.01%
26,204
+60
997
$613K ﹤0.01%
35,679
-17,669
998
$612K ﹤0.01%
10,168
-3,824
999
$612K ﹤0.01%
+12,284
1000
$612K ﹤0.01%
4,387
+1,985
38 39
40
41 42