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
1151
$446K ﹤0.01%
169,051
+50,263
1152
$446K ﹤0.01%
12,387
+1,708
1153
$445K ﹤0.01%
+15,022
1154
$444K ﹤0.01%
6,691
-91,389
1155
$441K ﹤0.01%
123,076
-36,906
1156
$440K ﹤0.01%
4,510
-2,347
1157
$437K ﹤0.01%
52,430
-28,269
1158
$437K ﹤0.01%
2,373
-313
1159
$437K ﹤0.01%
+13,993
1160
$437K ﹤0.01%
5,973
1161
$436K ﹤0.01%
15,896
+5,784
1162
$436K ﹤0.01%
4,089
+800
1163
$436K ﹤0.01%
6,186
+190
1164
$435K ﹤0.01%
7,360
+324
1165
$433K ﹤0.01%
9,426
-5,442
1166
$432K ﹤0.01%
5,129
-343
1167
$432K ﹤0.01%
54,420
+28
1168
$431K ﹤0.01%
13,398
+6,703
1169
$430K ﹤0.01%
+7,833
1170
$429K ﹤0.01%
17,685
1171
$429K ﹤0.01%
41,450
1172
$428K ﹤0.01%
+29,604
1173
$427K ﹤0.01%
21,140
-3,970
1174
$427K ﹤0.01%
+10,796
1175
$427K ﹤0.01%
+31,055
45 46
47
48 49