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
1301
$303K ﹤0.01%
+11,409
1302
$303K ﹤0.01%
12,000
1303
$300K ﹤0.01%
16,701
+793
1304
$298K ﹤0.01%
+3,254
1305
$297K ﹤0.01%
13,909
+30
1306
$297K ﹤0.01%
+27,211
1307
$297K ﹤0.01%
5,995
+574
1308
$296K ﹤0.01%
4,543
-432
1309
$295K ﹤0.01%
12,870
+191
1310
$295K ﹤0.01%
9,821
-5,837
1311
$294K ﹤0.01%
10,850
-5,274
1312
$294K ﹤0.01%
3,766
-857
1313
$294K ﹤0.01%
+7,127
1314
$293K ﹤0.01%
+8,869
1315
$292K ﹤0.01%
3,241
1316
$291K ﹤0.01%
+13,749
1317
$290K ﹤0.01%
1,335
+283
1318
$290K ﹤0.01%
27,167
+3,773
1319
$288K ﹤0.01%
+13,669
1320
$287K ﹤0.01%
8,429
+293
1321
$286K ﹤0.01%
24,677
-3,075
1322
$286K ﹤0.01%
5,513
-7,664
1323
$285K ﹤0.01%
27,904
-10,239
1324
$285K ﹤0.01%
+4,742
1325
$285K ﹤0.01%
+19,930
51 52
53
54 55