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
1476
$165K ﹤0.01%
16,781
-44,760
1477
$165K ﹤0.01%
+12,967
1478
$164K ﹤0.01%
15,757
-3,951
1479
$163K ﹤0.01%
+12,089
1480
$163K ﹤0.01%
597,689
-310,000
1481
$162K ﹤0.01%
18,270
+7,288
1482
$160K ﹤0.01%
7,847
-244
1483
$158K ﹤0.01%
54,875
-208
1484
$153K ﹤0.01%
15,171
-3,877
1485
$153K ﹤0.01%
13,042
-1,459
1486
$151K ﹤0.01%
17,627
-74,113
1487
$151K ﹤0.01%
13,288
-85,756
1488
$150K ﹤0.01%
18,365
1489
$150K ﹤0.01%
+10,380
1490
$149K ﹤0.01%
33,348
+348
1491
$149K ﹤0.01%
15,000
1492
$149K ﹤0.01%
16,328
-60,924
1493
$145K ﹤0.01%
13,071
-25,130
1494
$145K ﹤0.01%
+30,431
1495
$144K ﹤0.01%
+22,711
1496
$140K ﹤0.01%
24,826
-2,128
1497
$140K ﹤0.01%
+486
1498
$137K ﹤0.01%
+13,390
1499
$136K ﹤0.01%
10,000
1500
$135K ﹤0.01%
21,120
+8,894
58 59
60
61 62