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
1251
$342K ﹤0.01%
4,711
-618
1252
$340K ﹤0.01%
+6,935
1253
$340K ﹤0.01%
23,024
+125
1254
$339K ﹤0.01%
26,584
+3,076
1255
$337K ﹤0.01%
+6,697
1256
$337K ﹤0.01%
3,155
+582
1257
$336K ﹤0.01%
+1,389
1258
$333K ﹤0.01%
2,658
+58
1259
$333K ﹤0.01%
3,981
-78
1260
$332K ﹤0.01%
5,516
1261
$331K ﹤0.01%
3,787
-9,736
1262
$331K ﹤0.01%
+13,067
1263
$331K ﹤0.01%
84,283
+39,614
1264
$331K ﹤0.01%
+7,906
1265
$331K ﹤0.01%
+6,187
1266
$329K ﹤0.01%
7,184
-915
1267
$329K ﹤0.01%
+5,685
1268
$329K ﹤0.01%
1,414
+34
1269
$329K ﹤0.01%
6,034
+416
1270
$329K ﹤0.01%
+2,255
1271
$328K ﹤0.01%
+7,931
1272
$327K ﹤0.01%
1,567
-433
1273
$327K ﹤0.01%
20,038
+162
1274
$327K ﹤0.01%
943
-26
1275
$326K ﹤0.01%
1,731
-39
49 50
51
52 53