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
1226
$370K ﹤0.01%
2,203
+210
1227
$367K ﹤0.01%
7,226
1228
$365K ﹤0.01%
3,202
+429
1229
$365K ﹤0.01%
+10,714
1230
$365K ﹤0.01%
15,973
+2,537
1231
$364K ﹤0.01%
15,425
+597
1232
$364K ﹤0.01%
5,175
-2,101
1233
$364K ﹤0.01%
10,772
1234
$364K ﹤0.01%
27,342
+416
1235
$361K ﹤0.01%
2,103
-657
1236
$361K ﹤0.01%
15,334
+805
1237
$359K ﹤0.01%
22,136
-2,055
1238
$357K ﹤0.01%
115,243
1239
$356K ﹤0.01%
+5,475
1240
$355K ﹤0.01%
+33,684
1241
$355K ﹤0.01%
+9,182
1242
$353K ﹤0.01%
12,867
-13,419
1243
$352K ﹤0.01%
13,370
-1,837
1244
$351K ﹤0.01%
4,085
-80
1245
$350K ﹤0.01%
+6,205
1246
$349K ﹤0.01%
+27,207
1247
$348K ﹤0.01%
+14,784
1248
$347K ﹤0.01%
+7,000
1249
$344K ﹤0.01%
10,012
-5,580
1250
$342K ﹤0.01%
2,205
+696
48 49
50
51 52