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
126
$39.1M 0.18%
572,154
-12,344
127
$38.2M 0.17%
662,646
+177,672
128
$38.1M 0.17%
696,411
+248,240
129
$37.9M 0.17%
1,639,839
-523,766
130
$37.6M 0.17%
229,248
-18,565
131
$37M 0.17%
112,291
+30,564
132
$36.8M 0.17%
67,594
-1,265
133
$36.7M 0.17%
268,559
+19,630
134
$36.6M 0.17%
1,178,072
+992,381
135
$35.6M 0.16%
338,789
-18,329
136
$35.1M 0.16%
694,019
-363,780
137
$34.5M 0.16%
438,476
+36,791
138
$34.4M 0.16%
447,486
+20,481
139
$33.9M 0.15%
2,233,597
+8,079
140
$33.8M 0.15%
319,266
+29,798
141
$33M 0.15%
296,612
+69,839
142
$32.8M 0.15%
151,840
+1,376
143
$32.7M 0.15%
409,411
+22,234
144
$32.4M 0.15%
317,289
+30,471
145
$32.2M 0.15%
160,913
-4,824
146
$31.9M 0.15%
513,842
+90,950
147
$31.6M 0.14%
295,712
+51,998
148
$31.6M 0.14%
144,099
+7,269
149
$31.5M 0.14%
438,065
+115,828
150
$30.6M 0.14%
43,621
+12,201
4 5
6
7 8