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
1076
$517K ﹤0.01%
21,804
+8,034
1077
$516K ﹤0.01%
8,973
-575
1078
$515K ﹤0.01%
1,641
-599
1079
$513K ﹤0.01%
26,593
-17,626
1080
$513K ﹤0.01%
48,139
+281
1081
$512K ﹤0.01%
12,362
-984
1082
$512K ﹤0.01%
5,136
-222
1083
$511K ﹤0.01%
8,739
-1,138
1084
$509K ﹤0.01%
17,958
1085
$507K ﹤0.01%
83,738
+58,114
1086
$506K ﹤0.01%
+12,432
1087
$506K ﹤0.01%
14,395
+1,137
1088
$506K ﹤0.01%
56,001
-1,448
1089
$506K ﹤0.01%
3,068
-370
1090
$504K ﹤0.01%
38,432
+9,760
1091
$504K ﹤0.01%
171,419
-27,001
1092
$503K ﹤0.01%
52,064
+33,607
1093
$503K ﹤0.01%
13,213
-3,554
1094
$503K ﹤0.01%
14,298
+1,817
1095
$500K ﹤0.01%
7,451
+174
1096
$499K ﹤0.01%
59,209
-4,379
1097
$499K ﹤0.01%
4,980
+491
1098
$499K ﹤0.01%
33,868
+7,115
1099
$497K ﹤0.01%
+10,348
1100
$496K ﹤0.01%
9,655
+10
42 43
44
45 46