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
1051
$549K ﹤0.01%
15,257
-13,898
1052
$548K ﹤0.01%
22,761
-17,367
1053
$547K ﹤0.01%
50,217
+30,112
1054
$547K ﹤0.01%
+20,249
1055
$544K ﹤0.01%
50,036
+4
1056
$544K ﹤0.01%
8,485
+3,531
1057
$541K ﹤0.01%
4,868
+2,150
1058
$540K ﹤0.01%
+15,488
1059
$533K ﹤0.01%
6,755
-3,444
1060
$532K ﹤0.01%
+14,479
1061
$532K ﹤0.01%
27,843
+16,832
1062
$531K ﹤0.01%
5,950
+3,485
1063
$530K ﹤0.01%
13,325
+681
1064
$527K ﹤0.01%
85,587
+57,715
1065
$527K ﹤0.01%
+120,855
1066
$526K ﹤0.01%
22,616
-974
1067
$526K ﹤0.01%
50,323
+7,723
1068
$525K ﹤0.01%
48,229
-667
1069
$524K ﹤0.01%
30,208
1070
$521K ﹤0.01%
+25,945
1071
$521K ﹤0.01%
+31,937
1072
$520K ﹤0.01%
+35,853
1073
$519K ﹤0.01%
10,627
-570
1074
$518K ﹤0.01%
21,830
+3,997
1075
$517K ﹤0.01%
8,337
+2,982
41 42
43
44 45