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
1001
$611K ﹤0.01%
25,921
+234
1002
$611K ﹤0.01%
+37,217
1003
$610K ﹤0.01%
57,326
+32,230
1004
$609K ﹤0.01%
16,585
+9,106
1005
$607K ﹤0.01%
14,730
-497
1006
$607K ﹤0.01%
83,662
-77,053
1007
$603K ﹤0.01%
30,402
-7,811
1008
$601K ﹤0.01%
11,016
+2,595
1009
$600K ﹤0.01%
7,858
+2,372
1010
$597K ﹤0.01%
+18,430
1011
$595K ﹤0.01%
9,604
-1,180
1012
$593K ﹤0.01%
22,490
+4,740
1013
$591K ﹤0.01%
+17,361
1014
$586K ﹤0.01%
44,163
-1,187
1015
$585K ﹤0.01%
62,992
+2,292
1016
$584K ﹤0.01%
1,580
-135
1017
$581K ﹤0.01%
18,541
-5,411
1018
$581K ﹤0.01%
4,982
+1,408
1019
$581K ﹤0.01%
21,773
-1,865
1020
$578K ﹤0.01%
11,264
-1,122
1021
$577K ﹤0.01%
1,380
-255
1022
$576K ﹤0.01%
41,521
+27,964
1023
$575K ﹤0.01%
9,394
+6,224
1024
$573K ﹤0.01%
19,836
-8,480
1025
$573K ﹤0.01%
+11,923
39 40
41
42 43