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
1101
$493K ﹤0.01%
5,821
+2,963
1102
$492K ﹤0.01%
6,791
+471
1103
$492K ﹤0.01%
+2,349
1104
$491K ﹤0.01%
12,604
1105
$490K ﹤0.01%
11,757
+181
1106
$490K ﹤0.01%
+4,709
1107
$490K ﹤0.01%
32,961
+2,572
1108
$488K ﹤0.01%
+8,555
1109
$488K ﹤0.01%
9,550
-15,350
1110
$488K ﹤0.01%
5,924
-432
1111
$488K ﹤0.01%
+7,128
1112
$488K ﹤0.01%
+46,000
1113
$487K ﹤0.01%
6,872
+2,204
1114
$487K ﹤0.01%
1,256
+364
1115
$486K ﹤0.01%
7,726
-150
1116
$485K ﹤0.01%
7,959
+515
1117
$485K ﹤0.01%
37,366
-10,685
1118
$485K ﹤0.01%
14,426
+2,889
1119
$484K ﹤0.01%
8,059
+2,260
1120
$483K ﹤0.01%
25,063
+8,338
1121
$483K ﹤0.01%
+17,740
1122
$481K ﹤0.01%
+21,713
1123
$479K ﹤0.01%
140,937
+9,270
1124
$478K ﹤0.01%
6,775
-501
1125
$476K ﹤0.01%
+14,829
43 44
45
46 47