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
1401
$237K ﹤0.01%
+8,050
1402
$237K ﹤0.01%
+32,852
1403
$236K ﹤0.01%
2,490
+389
1404
$234K ﹤0.01%
+3,198
1405
$234K ﹤0.01%
+1,460
1406
$233K ﹤0.01%
+5,181
1407
$233K ﹤0.01%
5,487
-75
1408
$232K ﹤0.01%
22,276
1409
$232K ﹤0.01%
7,785
+581
1410
$231K ﹤0.01%
+4,231
1411
$231K ﹤0.01%
+8,703
1412
$231K ﹤0.01%
3,770
+68
1413
$230K ﹤0.01%
+4,280
1414
$229K ﹤0.01%
+2,036
1415
$228K ﹤0.01%
+2,223
1416
$228K ﹤0.01%
+2,803
1417
$227K ﹤0.01%
10,000
-5,800
1418
$227K ﹤0.01%
+8,936
1419
$227K ﹤0.01%
3,111
-26,741
1420
$227K ﹤0.01%
+9,197
1421
$227K ﹤0.01%
55,000
+5,000
1422
$226K ﹤0.01%
+1,810
1423
$226K ﹤0.01%
+20,671
1424
$225K ﹤0.01%
+7,659
1425
$224K ﹤0.01%
15,482
-812
55 56
57
58 59