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
151
$29.5M 0.13%
388,727
+9,556
152
$29.3M 0.13%
146,594
+21,405
153
$29.1M 0.13%
363,666
+55,916
154
$29.1M 0.13%
167,684
+51,653
155
$28.9M 0.13%
301,508
+142,259
156
$28.9M 0.13%
71,275
+5,934
157
$28.6M 0.13%
574,996
-106,834
158
$28.1M 0.13%
221,821
-5,748
159
$27.7M 0.13%
223,915
+20,843
160
$27.5M 0.13%
400,849
+10,889
161
$27.4M 0.12%
714,570
+95,898
162
$27.3M 0.12%
302,280
+29,481
163
$26.9M 0.12%
308,435
-2,632
164
$26.8M 0.12%
407,519
+2,587
165
$26.5M 0.12%
163,027
+37,142
166
$26.3M 0.12%
161,686
+7,121
167
$26.2M 0.12%
809,130
-5,140
168
$25.9M 0.12%
352,857
+17,909
169
$25.6M 0.12%
454,136
-58,810
170
$25.4M 0.12%
237,265
-14,799
171
$25M 0.11%
690,764
+197,426
172
$24.9M 0.11%
1,369,332
+128,764
173
$24.7M 0.11%
105,828
+430
174
$24.6M 0.11%
168,820
-89,370
175
$24.5M 0.11%
349,264
+3,840
5 6
7
8 9