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
201
$18M 0.08%
100,090
+1,745
202
$18M 0.08%
294,626
-51,651
203
$17.9M 0.08%
188,960
+12,090
204
$17.8M 0.08%
203,881
-17,585
205
$17.8M 0.08%
115,276
+29,671
206
$17.7M 0.08%
503,655
+30,142
207
$17.4M 0.08%
296,567
-28,881
208
$17.4M 0.08%
415,910
+13,085
209
$17.3M 0.08%
37,960
-2,801
210
$17.1M 0.08%
358,774
-191,897
211
$16.9M 0.08%
246,770
+50,364
212
$16.9M 0.08%
646,291
+45,595
213
$16.7M 0.08%
346,044
+59,243
214
$16.7M 0.08%
877,962
+609,240
215
$16.6M 0.08%
196,151
+45,041
216
$16.3M 0.07%
579,765
+43,605
217
$16.1M 0.07%
266,848
-9,980
218
$16.1M 0.07%
272,858
-760
219
$16M 0.07%
113,329
+7,606
220
$15.6M 0.07%
183,236
+10,230
221
$15.5M 0.07%
167,739
+5,453
222
$15.4M 0.07%
194,796
-9,270
223
$15.3M 0.07%
293,452
+275,200
224
$14.9M 0.07%
128,638
+15,883
225
$14.9M 0.07%
104,221
+8,779
7 8
9
10 11