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
1601
– –
-1,495
1602
– –
-7,174
1603
– –
-13,937
1604
– –
-571
1605
– –
-1,070
1606
– –
-11,058
1607
– –
-16,335
1608
– –
-23,647
1609
– –
-9,370
1610
– –
-28,769
1611
– –
-80,000
1612
– –
-11,032
1613
– –
-8,237
1614
– –
-1,145
1615
– –
-200,000
1616
– –
-4,892
1617
– –
-51,340
1618
– –
-2,818
1619
– –
-23,031
1620
– –
-20,106
1621
– –
-64,082
1622
– –
-92,190
1623
– –
-10,023
1624
– –
-25,438
61 62 63 64
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