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
1176
$423K ﹤0.01%
3,030
+375
1177
$423K ﹤0.01%
12,473
-1,400
1178
$421K ﹤0.01%
18,940
-3,910
1179
$421K ﹤0.01%
25,175
+2,384
1180
$420K ﹤0.01%
+12,558
1181
$419K ﹤0.01%
19,235
-500
1182
$418K ﹤0.01%
8,766
-1,374
1183
$417K ﹤0.01%
+8,557
1184
$413K ﹤0.01%
46,041
-17,755
1185
$412K ﹤0.01%
33,798
+4,106
1186
$412K ﹤0.01%
21,740
-1,165
1187
$411K ﹤0.01%
+11,594
1188
$409K ﹤0.01%
8,436
+39
1189
$409K ﹤0.01%
+5,564
1190
$408K ﹤0.01%
+23,598
1191
$406K ﹤0.01%
+15,004
1192
$406K ﹤0.01%
+16,376
1193
$405K ﹤0.01%
8,950
-3,287
1194
$405K ﹤0.01%
6,142
-229
1195
$405K ﹤0.01%
+6,142
1196
$404K ﹤0.01%
5,944
+208
1197
$404K ﹤0.01%
+9,939
1198
$402K ﹤0.01%
+9,896
1199
$401K ﹤0.01%
+4,948
1200
$399K ﹤0.01%
+32,736
46 47
48
49 50