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
1026
$573K ﹤0.01%
+2,746
1027
$572K ﹤0.01%
162,735
+95,505
1028
$572K ﹤0.01%
+9,636
1029
$572K ﹤0.01%
+14,677
1030
$572K ﹤0.01%
11,443
+547
1031
$571K ﹤0.01%
4,382
+2,314
1032
$571K ﹤0.01%
39,698
-557
1033
$570K ﹤0.01%
3,356
+450
1034
$569K ﹤0.01%
20,129
+452
1035
$568K ﹤0.01%
44,421
+5,330
1036
$567K ﹤0.01%
9,068
-816
1037
$565K ﹤0.01%
+23,108
1038
$563K ﹤0.01%
13,561
-2,624
1039
$560K ﹤0.01%
31,776
+20,802
1040
$559K ﹤0.01%
17,984
+3,729
1041
$558K ﹤0.01%
21,831
+952
1042
$555K ﹤0.01%
9,977
-6,084
1043
$553K ﹤0.01%
3,881
-998
1044
$553K ﹤0.01%
5,674
-636
1045
$553K ﹤0.01%
44,138
-3,357
1046
$552K ﹤0.01%
9,493
-9,045
1047
$551K ﹤0.01%
9,227
+727
1048
$551K ﹤0.01%
74,145
-812,150
1049
$550K ﹤0.01%
15,578
+1,075
1050
$550K ﹤0.01%
27,462
+1,430
40 41
42
43 44