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
1351
$270K ﹤0.01%
1,309
-1,081
1352
$270K ﹤0.01%
+16,054
1353
$268K ﹤0.01%
11,700
-16,022
1354
$268K ﹤0.01%
13,592
+729
1355
$268K ﹤0.01%
8,616
-2,804
1356
$267K ﹤0.01%
10,050
-36
1357
$265K ﹤0.01%
27,613
+104
1358
$265K ﹤0.01%
+3,776
1359
$265K ﹤0.01%
11,653
-2,795
1360
$265K ﹤0.01%
+6,483
1361
$265K ﹤0.01%
+6,208
1362
$263K ﹤0.01%
+15,397
1363
$263K ﹤0.01%
3,351
-559
1364
$261K ﹤0.01%
6,996
-315
1365
$260K ﹤0.01%
2,151
-452
1366
$259K ﹤0.01%
16,504
+381
1367
$257K ﹤0.01%
+1,861
1368
$257K ﹤0.01%
5,450
-205
1369
$257K ﹤0.01%
+6,253
1370
$257K ﹤0.01%
9,981
+267
1371
$256K ﹤0.01%
3,960
-80
1372
$256K ﹤0.01%
2,208
-756
1373
$255K ﹤0.01%
11,261
-7,806
1374
$255K ﹤0.01%
17,584
-823
1375
$255K ﹤0.01%
+9,257
53 54
55
56 57