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
1451
$207K ﹤0.01%
+5,964
1452
$206K ﹤0.01%
+4,160
1453
$206K ﹤0.01%
+15,286
1454
$205K ﹤0.01%
21,453
-1,797
1455
$204K ﹤0.01%
33,413
-12,782
1456
$203K ﹤0.01%
+3,169
1457
$203K ﹤0.01%
+4,959
1458
$203K ﹤0.01%
+3,251
1459
$203K ﹤0.01%
20,305
1460
$202K ﹤0.01%
6,225
-3,189
1461
$202K ﹤0.01%
+6,450
1462
$201K ﹤0.01%
4,285
-1,317
1463
$200K ﹤0.01%
16,250
1464
$199K ﹤0.01%
10,655
+70
1465
$192K ﹤0.01%
+30,700
1466
$186K ﹤0.01%
12,118
-4,144
1467
$186K ﹤0.01%
41,593
1468
$186K ﹤0.01%
12,976
1469
$184K ﹤0.01%
+10,352
1470
$180K ﹤0.01%
10,049
1471
$176K ﹤0.01%
+14,166
1472
$175K ﹤0.01%
20,000
1473
$173K ﹤0.01%
22,722
1474
$169K ﹤0.01%
11,836
+942
1475
$168K ﹤0.01%
72,624
-466,937
57 58
59
60 61