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
1426
$221K ﹤0.01%
3,518
-60
1427
$221K ﹤0.01%
22,232
-3,331
1428
$220K ﹤0.01%
+3,950
1429
$219K ﹤0.01%
17,000
-473
1430
$218K ﹤0.01%
+12,108
1431
$217K ﹤0.01%
2,766
-60
1432
$217K ﹤0.01%
5,425
-2,896
1433
$217K ﹤0.01%
+8,670
1434
$216K ﹤0.01%
+2,081
1435
$215K ﹤0.01%
+1,760
1436
$215K ﹤0.01%
5,015
-2,640
1437
$214K ﹤0.01%
+2,706
1438
$214K ﹤0.01%
+4,580
1439
$214K ﹤0.01%
+14,537
1440
$213K ﹤0.01%
6,317
-9,000
1441
$212K ﹤0.01%
+9,550
1442
$212K ﹤0.01%
5,509
-1,025
1443
$211K ﹤0.01%
+7,335
1444
$211K ﹤0.01%
3,260
+164
1445
$211K ﹤0.01%
+2,829
1446
$211K ﹤0.01%
4,650
-4,500
1447
$210K ﹤0.01%
+6,101
1448
$210K ﹤0.01%
+2,566
1449
$209K ﹤0.01%
+7,213
1450
$208K ﹤0.01%
+8,564
56 57
58
59 60