JMPWA

JP Morgan Private Wealth Advisors Portfolio holdings

AUM $35B
1-Year Est. Return 24.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.26%
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
+$57.6M
2
+$56.4M
3
+$30.9M
4
SBUX icon
Starbucks
SBUX
+$23.2M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$17.9M

Top Sells

1
+$19.3M
2
+$18.8M
3
+$18.3M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$16.9M
5
BKNG icon
Booking.com
BKNG
+$16.3M

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
1601
– –
-8,000
1602
– –
-38,357
1603
– –
-23,277
1604
– –
-52,325
1605
– –
-14,194
1606
– –
-37,692
1607
– –
-3,702
1608
– –
-16,687
1609
– –
-14,727
1610
– –
-13,848
1611
– –
-28,869
1612
– –
-11,400
1613
– –
-11,131
1614
– –
-9,408
1615
– –
-19,550
1616
– –
-571
1617
– –
-1,070
1618
– –
-9,370
1619
– –
-28,769
1620
– –
-80,000
1621
– –
-11,032
1622
– –
-8,237
1623
– –
-92,190
1624
– –
-3,660
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