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
1526
$59K ﹤0.01%
10,007
-2,442
1527
$58K ﹤0.01%
20,807
1528
$56K ﹤0.01%
+250
1529
$55K ﹤0.01%
+800
1530
$53K ﹤0.01%
+14,800
1531
$52K ﹤0.01%
18,878
-19,605
1532
$49K ﹤0.01%
+33,000
1533
$42K ﹤0.01%
13,450
1534
$39K ﹤0.01%
10,000
1535
$28K ﹤0.01%
1,333
1536
$26K ﹤0.01%
10,666
1537
$25K ﹤0.01%
2,505
1538
$17K ﹤0.01%
+500
1539
$16K ﹤0.01%
732
1540
$14K ﹤0.01%
106
1541
$9K ﹤0.01%
1,206
-19
1542
$5K ﹤0.01%
10,510
1543
$5K ﹤0.01%
333
1544
$4K ﹤0.01%
1,000
1545
$3K ﹤0.01%
+15,870
1546
– –
-10,869
1547
– –
-11,008
1548
– –
-11,850
1549
– –
-50
1550
– –
-12,151
60 61
62
63 64