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
1276
$324K ﹤0.01%
+18,628
1277
$323K ﹤0.01%
18,361
+3,628
1278
$323K ﹤0.01%
26,493
-1,125
1279
$322K ﹤0.01%
+2,900
1280
$322K ﹤0.01%
10,602
+3,513
1281
$322K ﹤0.01%
+8,861
1282
$321K ﹤0.01%
1,667
+97
1283
$320K ﹤0.01%
4,567
+628
1284
$320K ﹤0.01%
5,421
-195
1285
$319K ﹤0.01%
4,092
1286
$319K ﹤0.01%
4,836
-176
1287
$316K ﹤0.01%
8,185
+46
1288
$315K ﹤0.01%
1,522
-231
1289
$313K ﹤0.01%
7,465
+1,885
1290
$313K ﹤0.01%
2,080
-1,067
1291
$312K ﹤0.01%
24,548
+10,966
1292
$310K ﹤0.01%
4,510
-5,525
1293
$310K ﹤0.01%
+1,997
1294
$307K ﹤0.01%
22,593
+85
1295
$307K ﹤0.01%
+2,072
1296
$307K ﹤0.01%
27,500
-11,000
1297
$306K ﹤0.01%
9,304
+13
1298
$305K ﹤0.01%
3,783
-432
1299
$305K ﹤0.01%
8,813
-2,645
1300
$304K ﹤0.01%
+7,660
50 51
52
53 54