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
176
$24.1M 0.11%
430,372
+13,796
177
$23.8M 0.11%
420,579
+56,476
178
$23M 0.11%
773,977
-63,078
179
$22.9M 0.1%
73,241
+11,294
180
$22.8M 0.1%
359,492
+10,167
181
$22.2M 0.1%
732,955
+72,104
182
$21.3M 0.1%
274,997
+31,109
183
$21.2M 0.1%
849,334
-23,309
184
$21.1M 0.1%
371,417
+28,444
185
$21M 0.1%
108,804
+13,104
186
$20.8M 0.09%
97,874
+3,712
187
$20.6M 0.09%
104,477
-17,693
188
$20.6M 0.09%
453,255
+5,620
189
$20.4M 0.09%
84,428
+9,148
190
$20M 0.09%
594,202
+19,133
191
$20M 0.09%
546,181
+5,367
192
$19.3M 0.09%
151,009
+16,999
193
$19.2M 0.09%
236,437
+4,491
194
$19.1M 0.09%
110,927
+19,650
195
$18.8M 0.09%
837,345
-536,121
196
$18.7M 0.09%
72,512
-12,352
197
$18.5M 0.08%
29,729
+7,091
198
$18.5M 0.08%
194,617
+11,768
199
$18.2M 0.08%
139,059
+3,271
200
$18.1M 0.08%
+814,776
6 7
8
9 10