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
101
$53.5M 0.24%
359,383
+20,733
102
$52.7M 0.24%
415,316
+13,786
103
$52.7M 0.24%
1,431,317
+250,771
104
$52.3M 0.24%
294,491
+40,035
105
$52.3M 0.24%
306,712
+19,173
106
$52.1M 0.24%
317,047
-2,701
107
$51.5M 0.24%
226,105
+532
108
$51.1M 0.23%
674,881
+169,276
109
$50.4M 0.23%
180,906
+34,474
110
$49.1M 0.22%
259,414
-7,283
111
$48.7M 0.22%
486,804
+30,159
112
$48.1M 0.22%
870,928
-16,504
113
$47.9M 0.22%
992,642
+254,675
114
$47.6M 0.22%
249,827
+74,154
115
$46.6M 0.21%
911,993
+67,144
116
$45.4M 0.21%
177,518
+18,459
117
$45M 0.21%
442,482
+81,102
118
$44.9M 0.21%
327,905
+31,880
119
$44.8M 0.2%
596,903
+3,377
120
$43.3M 0.2%
808,230
-45,726
121
$41.5M 0.19%
226,390
-5,990
122
$41.2M 0.19%
782,932
-113,960
123
$40.2M 0.18%
787,126
-20,291
124
$40.1M 0.18%
167,698
+18,266
125
$39.6M 0.18%
692,437
-21,517
3 4
5
6 7