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
$46.2B
AUM Growth
-$324M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,116
New
Increased
Reduced
Closed

Top Buys

1
+$115M
2
+$87.9M
3
+$59.4M
4
VZ icon
Verizon
VZ
+$52.1M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$51.2M

Top Sells

1
+$68.8M
2
+$45.7M
3
+$43.3M
4
SBUX icon
Starbucks
SBUX
+$42M
5
TROW icon
T. Rowe Price
TROW
+$37.5M

Sector Composition

1 Technology 18.01%
2 Financials 9.8%
3 Healthcare 8.68%
4 Consumer Discretionary 7.33%
5 Industrials 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$8.62M 0.02%
129,900
+4,984
477
$8.55M 0.02%
164,595
-11,939
478
$8.53M 0.02%
61,614
+2,326
479
$8.5M 0.02%
104,830
+8,183
480
$8.45M 0.02%
63,418
+2,588
481
$8.44M 0.02%
289,983
-74,945
482
$8.43M 0.02%
410,350
+20,190
483
$8.41M 0.02%
43,385
+18,535
484
$8.41M 0.02%
257,992
-11,066
485
$8.4M 0.02%
153,677
+2,185
486
$8.39M 0.02%
245,625
+4,100
487
$8.39M 0.02%
419,671
-1,536,153
488
$8.36M 0.02%
11,966
+391
489
$8.34M 0.02%
111,964
+20,300
490
$8.32M 0.02%
97,616
+5,413
491
$8.29M 0.02%
74,244
+4,825
492
$8.25M 0.02%
206,950
+3,493
493
$8.25M 0.02%
288,978
+52,397
494
$8.22M 0.02%
27,986
+1,361
495
$8.2M 0.02%
189,406
-20,601
496
$8.16M 0.02%
63,808
-1,124
497
$8.11M 0.02%
102,634
-41,353
498
$8.04M 0.02%
128,164
-21,863
499
$8.01M 0.02%
78,972
-1,148
500
$7.99M 0.02%
110,723
+5,612
18 19
20
21 22