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
1376
$255K ﹤0.01%
20,822
+3,276
1377
$253K ﹤0.01%
6,516
-1,391
1378
$253K ﹤0.01%
4,616
-100
1379
$253K ﹤0.01%
+2,308
1380
$252K ﹤0.01%
3,122
-344
1381
$251K ﹤0.01%
+16,009
1382
$251K ﹤0.01%
732
1383
$250K ﹤0.01%
10,815
+733
1384
$250K ﹤0.01%
15,000
1385
$248K ﹤0.01%
8,091
-2,387
1386
$247K ﹤0.01%
4,515
-2,226
1387
$246K ﹤0.01%
+3,348
1388
$246K ﹤0.01%
14,820
1389
$246K ﹤0.01%
3,870
-1,740
1390
$245K ﹤0.01%
6,284
-5,691
1391
$244K ﹤0.01%
+8,214
1392
$244K ﹤0.01%
23,613
1393
$241K ﹤0.01%
+1,941
1394
$240K ﹤0.01%
2,920
-1,420
1395
$240K ﹤0.01%
+3,953
1396
$240K ﹤0.01%
+2,249
1397
$239K ﹤0.01%
+8,843
1398
$238K ﹤0.01%
+7,890
1399
$238K ﹤0.01%
+3,162
1400
$237K ﹤0.01%
5,090
-1,043
54 55
56
57 58