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
– –
-23,647
1602
– –
-9,370
1603
– –
-28,769
1604
– –
-80,000
1605
– –
-11,032
1606
– –
-8,237
1607
– –
-1,145
1608
– –
-200,000
1609
– –
-4,892
1610
– –
-51,340
1611
– –
-2,818
1612
– –
-23,031
1613
– –
-20,106
1614
– –
-64,082
1615
– –
-92,190
1616
– –
-10,023
1617
– –
-25,438
1618
– –
-208,147
1619
– –
-11,008
1620
– –
-10,869
1621
– –
-11,131
1622
– –
-9,408
1623
– –
-19,550
1624
– –
-3,660
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