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
1201
$397K ﹤0.01%
24,165
-8,318
1202
$397K ﹤0.01%
4,210
-88
1203
$397K ﹤0.01%
2,233
+383
1204
$396K ﹤0.01%
+5,890
1205
$394K ﹤0.01%
6,910
-6
1206
$394K ﹤0.01%
+3,543
1207
$392K ﹤0.01%
74,295
-4,891
1208
$392K ﹤0.01%
11,217
-1,850
1209
$390K ﹤0.01%
27,908
-721
1210
$388K ﹤0.01%
5,786
+275
1211
$387K ﹤0.01%
19,536
-17,349
1212
$387K ﹤0.01%
10,274
-998
1213
$387K ﹤0.01%
8,362
1214
$386K ﹤0.01%
4,051
-338
1215
$384K ﹤0.01%
5,615
1216
$383K ﹤0.01%
+40,521
1217
$381K ﹤0.01%
+13,287
1218
$378K ﹤0.01%
16,039
+3,769
1219
$378K ﹤0.01%
+27,546
1220
$377K ﹤0.01%
+8,339
1221
$376K ﹤0.01%
5,436
-5,259
1222
$375K ﹤0.01%
+31,349
1223
$371K ﹤0.01%
7,560
-5,320
1224
$371K ﹤0.01%
9,812
-5,220
1225
$371K ﹤0.01%
+2,836
47 48
49
50 51