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
526
$6.95M 0.02%
88,419
-58,930
527
$6.95M 0.02%
67,408
+52,368
528
$6.9M 0.01%
248,432
-67,231
529
$6.86M 0.01%
28,427
-65
530
$6.82M 0.01%
152,253
+24,355
531
$6.71M 0.01%
34,269
+5,094
532
$6.7M 0.01%
102,441
+22,437
533
$6.66M 0.01%
131,733
+18,286
534
$6.64M 0.01%
59,867
+38,488
535
$6.61M 0.01%
202,271
+3,577
536
$6.6M 0.01%
178,737
+24,945
537
$6.57M 0.01%
150,039
-1,396
538
$6.56M 0.01%
90,932
+59,773
539
$6.5M 0.01%
55,425
+38,357
540
$6.49M 0.01%
62,974
+3,809
541
$6.48M 0.01%
74,341
+6,658
542
$6.44M 0.01%
167,809
+16,909
543
$6.44M 0.01%
73,884
+4,320
544
$6.43M 0.01%
127,902
+12,153
545
$6.43M 0.01%
261,279
-15,087
546
$6.42M 0.01%
55,168
-1,727
547
$6.39M 0.01%
38,003
-3,313
548
$6.38M 0.01%
57,630
+11,848
549
$6.31M 0.01%
58,334
-16,817
550
$6.29M 0.01%
49,023
-129,093
20 21
22
23 24